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Colony Group’s Equifax EFX Stock Holding History

Colony Group’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
Q4 		– Sell
-88,851
Closed -$9.42M – 488
2017
Q3 		$9.42M Sell
88,851
-14,535
-14% -$1.92M 0.64% 45
2017
Q2 		$14.2M Buy
103,386
+8,875
+9% +$1.22M 1.01% 27
2017
Q1 		$12.9M Sell
94,511
-3,314
-3% -$422K 1.22% 22
2016
Q4 		$11.6M Sell
97,825
-356
-0.4% -$43.5K 1.24% 23
2016
Q3 		$13.2M Sell
98,181
-6,190
-6% -$821K 1.47% 17
2016
Q2 		$13.4M Buy
104,371
+105
+0.1% +$12.7K 1.47% 18
2016
Q1 		$11.9M Buy
104,266
+26,081
+33% +$2.74M 1.38% 23
2015
Q4 		$8.71M Buy
78,185
+805
+1% +$87K 0.8% 44
2015
Q3 		$7.52M Buy
+77,380
New +$7.69M 0.87% 39

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Colony Group's EFX Position: Q4 2017 in Review

Colony Group sold out of Equifax (EFX) in Q4 2017, closing a stake of 88,851 shares — an estimated $9.42M sold.

Colony Group first reported a position in EFX in Q3 2015 and held it in 9 quarters. The position peaked at $14.2M in Q2 2017. 527 funds tracked by Wall St. Rank hold EFX as of Q4 2017.

  • Colony Group reported no remaining Equifax position as of Q4 2017 after selling out during the quarter.
  • Colony Group sold 88,851 Equifax shares in Q4 2017, an estimated $9.42M.
  • Colony Group first reported a position in Equifax in Q3 2015 and held it in 9 quarters.
  • Colony Group's Equifax position peaked at $14.2M in Q2 2017.
  • 527 funds tracked by Wall St. Rank held Equifax as of Q4 2017.

Based on Colony Group's 13F filing for Q4 2017, filed 14 Feb 2018.