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CI Global Investments’s Equifax EFX Stock Holding History

CI Global 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
2018
Q1 		– Sell
-114,348
Closed -$13.5M – 107
2017
Q4 		$13.5M Sell
114,348
-266,918
-70% -$30M 0.23% 44
2017
Q3 		$40.4M Buy
381,266
+380,876
+97,661% +$50.4M 0.71% 31
2017
Q2 		$54K Buy
+390
New +$53.5K ﹤0.01% 94

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

CI Global Investments's EFX Position: Q1 2018 in Review

CI Global Investments sold out of Equifax (EFX) in Q1 2018, closing a stake of 114,348 shares — an estimated $13.5M sold.

CI Global Investments first reported a position in EFX in Q2 2017 and held it in 3 quarters. The position peaked at $40.4M in Q3 2017. 522 funds tracked by Wall St. Rank hold EFX as of Q1 2018.

  • CI Global Investments reported no remaining Equifax position as of Q1 2018 after selling out during the quarter.
  • CI Global Investments sold 114,348 Equifax shares in Q1 2018, an estimated $13.5M.
  • CI Global Investments first reported a position in Equifax in Q2 2017 and held it in 3 quarters.
  • CI Global Investments's Equifax position peaked at $40.4M in Q3 2017.
  • 522 funds tracked by Wall St. Rank held Equifax as of Q1 2018.

Based on CI Global Investments's 13F filing for Q1 2018, filed 14 May 2018.