CAZ Investments’s Equifax EFX Stock Holding History

CAZ Investments’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
2015 Q3	–	Sell	-14,463	Closed	-$1.4M	–	58
2015 Q2	$1.4M	Sell	14,463 -2,542	-15%	-$248K	0.73%	25
2015 Q1	$1.58M	Buy	17,005 +333	+2%	+$29.6K	1.12%	18
2014 Q4	$1.35M	Buy	+16,672	New	+$1.29M	0.96%	23

Other funds holding EFX

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BAM

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

CAZ Investments's EFX Position: Q3 2015 in Review

CAZ Investments sold out of Equifax (EFX) in Q3 2015, closing a stake of 14,463 shares — an estimated $1.4M sold.

CAZ Investments first reported a position in EFX in Q4 2014 and held it in 3 quarters. The position peaked at $1.58M in Q1 2015. 502 funds tracked by Wall St. Rank hold EFX as of Q3 2015.

CAZ Investments reported no remaining Equifax position as of Q3 2015 after selling out during the quarter.
CAZ Investments sold 14,463 Equifax shares in Q3 2015, an estimated $1.4M.
CAZ Investments first reported a position in Equifax in Q4 2014 and held it in 3 quarters.
CAZ Investments's Equifax position peaked at $1.58M in Q1 2015.
502 funds tracked by Wall St. Rank held Equifax as of Q3 2015.

Based on CAZ Investments's 13F filing for Q3 2015, filed 3 Nov 2015.