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Community Financial Services Group’s Equifax EFX Stock Holding History

Community Financial Services 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
2015
Q4 		– Sell
-55
Closed -$5K – 116
2015
Q3 		$5K Sell
55
-50
-48% -$4.97K ﹤0.01% 248
2015
Q2 		$10K Sell
105
-40
-28% -$3.9K ﹤0.01% 226
2015
Q1 		$13K Hold
145
– – 0.01% 216
2014
Q4 		$12K Hold
145
– – 0.01% 217
2014
Q3 		$11K Hold
145
– – 0.01% 191
2014
Q2 		$11K Buy
+145
New +$10.2K 0.01% 192

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Community Financial Services Group's EFX Position: Q4 2015 in Review

Community Financial Services Group sold out of Equifax (EFX) in Q4 2015, closing a stake of 55 shares — an estimated $5K sold.

Community Financial Services Group first reported a position in EFX in Q2 2014 and held it in 6 quarters. The position peaked at $13K in Q1 2015. 536 funds tracked by Wall St. Rank hold EFX as of Q4 2015.

  • Community Financial Services Group reported no remaining Equifax position as of Q4 2015 after selling out during the quarter.
  • Community Financial Services Group sold 55 Equifax shares in Q4 2015, an estimated $5K.
  • Community Financial Services Group first reported a position in Equifax in Q2 2014 and held it in 6 quarters.
  • Community Financial Services Group's Equifax position peaked at $13K in Q1 2015.
  • 536 funds tracked by Wall St. Rank held Equifax as of Q4 2015.

Based on Community Financial Services Group's 13F filing for Q4 2015, filed 8 Feb 2016.