Cue Advisory Services’s Equifax EFX Stock Holding History

Cue Advisory Services’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 Q3	–	Sell	-8,149	Closed	-$1.12M	–	161
2017 Q2	$1.12M	Buy	8,149 +100	+1%	+$13.7K	0.8%	41
2017 Q1	$1.1M	Sell	8,049 -765	-9%	-$97.3K	0.83%	41
2016 Q4	$1.04M	Buy	8,814 +580	+7%	+$70.9K	0.84%	39
2016 Q3	$1.11M	Sell	8,234 -1,267	-13%	-$168K	0.93%	36
2016 Q2	$1.22M	Sell	9,501 -45	-0.5%	-$5.45K	1.05%	30
2016 Q1	$1.09M	Buy	9,546 +130	+1%	+$13.7K	0.95%	35
2015 Q4	$1.05M	Hold	9,416	–	–	0.94%	37
2015 Q3	$915K	Buy	9,416 +1,790	+23%	+$178K	0.95%	40
2015 Q2	$740K	Buy	7,626 +140	+2%	+$13.7K	0.7%	62
2015 Q1	$697K	Sell	7,486 -170	-2%	-$15.1K	0.7%	57
2014 Q4	$619K	Buy	+7,656	New	+$592K	0.65%	66

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Cue Advisory Services's EFX Position: Q3 2017 in Review

Cue Advisory Services sold out of Equifax (EFX) in Q3 2017, closing a stake of 8,149 shares — an estimated $1.12M sold.

Cue Advisory Services first reported a position in EFX in Q4 2014 and held it in 11 quarters. The position peaked at $1.22M in Q2 2016. 520 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

Cue Advisory Services reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
Cue Advisory Services sold 8,149 Equifax shares in Q3 2017, an estimated $1.12M.
Cue Advisory Services first reported a position in Equifax in Q4 2014 and held it in 11 quarters.
Cue Advisory Services's Equifax position peaked at $1.22M in Q2 2016.
520 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Cue Advisory Services's 13F filing for Q3 2017, filed 24 Oct 2017.