Credential Securities’s Equifax EFX Stock Holding History

Credential Securities’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 Q2	$110K	Sell	877 -48	-5%	-$5.69K	0.02%	195
2018 Q1	$109K	Sell	925 -67	-7%	-$8.04K	0.03%	194
2017 Q4	$117K	Buy	+992	New	+$112K	0.03%	189
2014 Q4	–	Sell	-1,417	Closed	-$105K	–	216
2014 Q3	$105K	Buy	1,417 +124	+10%	+$9.44K	0.07%	163
2014 Q2	$93.8K	Buy	1,293 +136	+12%	+$9.54K	0.06%	165
2014 Q1	$78.7K	Buy	+1,157	New	+$80.9K	0.06%	164

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Credential Securities's EFX Position: Q2 2018 in Review

Credential Securities reduced its Equifax (EFX) stake by 5.2% in Q2 2018, selling an estimated $5.69K and leaving 877 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #195.

Credential Securities first reported a position in EFX in Q1 2014 and has held it in 6 quarters since. The position peaked at $117K in Q4 2017. 523 funds tracked by Wall St. Rank hold EFX as of Q2 2018.

Credential Securities held 877 shares of Equifax worth $110K as of Q2 2018.
Credential Securities sold 48 Equifax shares in Q2 2018, an estimated $5.69K.
Equifax made up 0.02% of Credential Securities's portfolio in Q2 2018, its #195 holding.
Credential Securities first reported a position in Equifax in Q1 2014 and has held it in 6 quarters since.
Credential Securities's Equifax position peaked at $117K in Q4 2017.
523 funds tracked by Wall St. Rank held Equifax as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.