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Castleark Management’s Equifax EFX Stock Holding History

Castleark 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
2016
Q3 		– Sell
-36,237
Closed -$4.65M – 391
2016
Q2 		$4.65M Sell
36,237
-15,545
-30% -$1.88M 0.15% 174
2016
Q1 		$5.92M Sell
51,782
-9,378
-15% -$987K 0.18% 146
2015
Q4 		$6.81M Sell
61,160
-2,990
-5% -$323K 0.2% 125
2015
Q3 		$6.23M Buy
64,150
+7,950
+14% +$790K 0.2% 133
2015
Q2 		$5.46M Sell
56,200
-8,400
-13% -$819K 0.15% 174
2015
Q1 		$6.01M Buy
64,600
+17,800
+38% +$1.58M 0.14% 169
2014
Q4 		$3.79M Buy
+46,800
New +$3.62M 0.1% 182
2013
Q4 		– Sell
-10,200
Closed -$762K – 336
2013
Q3 		$762K Buy
+10,200
New +$627K 0.02% 258

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return