Capstone Asset Management’s Equifax EFX Stock Holding History

Capstone Asset Management’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$1.48M	Sell	10,742 -333	-3%	-$45.7K	0.04%	478
2017 Q1	$1.51M	Sell	11,075 -630	-5%	-$80.1K	0.04%	478
2016 Q4	$1.38M	Sell	11,705 -5,150	-31%	-$629K	0.04%	497
2016 Q3	$2.27M	Buy	16,855 +20	+0.1%	+$2.65K	0.07%	343
2016 Q2	$2.16M	Buy	16,835 +2,160	+15%	+$262K	0.07%	356
2016 Q1	$1.68M	Sell	14,675 -1,180	-7%	-$124K	0.05%	445
2015 Q4	$1.77M	Buy	15,855 +5,264	+50%	+$569K	0.05%	432
2015 Q3	$1.03M	Buy	10,591 +300	+3%	+$29.8K	0.03%	548
2015 Q2	$999K	Buy	10,291 +900	+10%	+$87.8K	0.03%	589
2015 Q1	$873K	Buy	9,391 +470	+5%	+$41.7K	0.02%	731
2014 Q4	$721K	Buy	8,921 +650	+8%	+$50.3K	0.02%	809
2014 Q3	$618K	Buy	8,271 +90	+1%	+$6.85K	0.02%	862
2014 Q2	$593K	Sell	8,181 -1,848	-18%	-$130K	0.02%	936
2014 Q1	$682K	Sell	10,029 -1,510	-13%	-$106K	0.02%	837
2013 Q4	$797K	Sell	11,539 -9,602	-45%	-$624K	0.02%	777
2013 Q3	$1.26M	Sell	21,141 -87	-0.4%	-$5.35K	0.03%	641
2013 Q2	$1.25M	Buy	+21,228	New	+$1.28M	0.03%	609

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Capstone Asset Management's EFX Position: Q2 2017 in Review

Capstone Asset Management reduced its Equifax (EFX) stake by 3% in Q2 2017, selling an estimated $45.7K and leaving 10,742 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #478.

Capstone Asset Management first reported a position in EFX in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.27M in Q3 2016. 588 funds tracked by Wall St. Rank hold EFX as of Q2 2017.

Capstone Asset Management held 10,742 shares of Equifax worth $1.48M as of Q2 2017.
Capstone Asset Management sold 333 Equifax shares in Q2 2017, an estimated $45.7K.
Equifax made up 0.04% of Capstone Asset Management's portfolio in Q2 2017, its #478 holding.
Capstone Asset Management first reported a position in Equifax in Q2 2013 and has held it in 17 quarters since.
Capstone Asset Management's Equifax position peaked at $2.27M in Q3 2016.
588 funds tracked by Wall St. Rank held Equifax as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.