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Constellation Investments’s Equifax EFX Stock Holding History

Constellation 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
2016
Q1 		$309K Buy
2,700
+100
+4% +$10.5K 0.06% 336
2015
Q4 		$290K Buy
2,600
+100
+4% +$10.8K 0.05% 338
2015
Q3 		$243K Sell
2,500
-100
-4% -$9.93K 0.05% 368
2015
Q2 		$252K Buy
2,600
+100
+4% +$9.75K 0.05% 379
2015
Q1 		$233K Buy
+2,500
New +$222K 0.04% 394

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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Constellation Investments's EFX Position: Q1 2016 in Review

Constellation Investments increased its Equifax (EFX) stake by 3.8% in Q1 2016, buying an estimated $10.5K and bringing the position to 2,700 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #336.

Constellation Investments first reported a position in EFX in Q1 2015 and has held it in 5 quarters since. 554 funds tracked by Wall St. Rank hold EFX as of Q1 2016.

  • Constellation Investments held 2,700 shares of Equifax worth $309K as of Q1 2016.
  • Constellation Investments bought 100 Equifax shares in Q1 2016, an estimated $10.5K.
  • Equifax made up 0.06% of Constellation Investments's portfolio in Q1 2016, its #336 holding.
  • Constellation Investments first reported a position in Equifax in Q1 2015 and has held it in 5 quarters since.
  • 554 funds tracked by Wall St. Rank held Equifax as of Q1 2016.

Based on Constellation Investments's 13F filing for Q1 2016, filed 28 Apr 2016.