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Curian Capital’s Equifax EFX Stock Holding History

Curian Capital’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
-3,634
Closed -$353K – 498
2015
Q3 		$353K Sell
3,634
-4,236
-54% -$421K 0.01% 537
2015
Q2 		$764K Buy
7,870
+1,951
+33% +$190K 0.01% 514
2015
Q1 		$550K Sell
5,919
-1,159
-16% -$103K 0.01% 553
2014
Q4 		$572K Sell
7,078
-83
-1% -$6.42K 0.01% 541
2014
Q3 		$535K Sell
7,161
-125
-2% -$9.52K 0.01% 539
2014
Q2 		$529K Sell
7,286
-275
-4% -$19.3K 0.01% 546
2014
Q1 		$514K Sell
7,561
-1,362
-15% -$95.3K 0.01% 546
2013
Q4 		$616K Sell
8,923
-278
-3% -$18.1K 0.01% 479
2013
Q3 		$551K Buy
9,201
+70
+0.8% +$4.31K 0.01% 493
2013
Q2 		$538K Buy
+9,131
New +$551K 0.01% 474

Other funds holding EFX

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $95.5B AUM 28.4% 1-Year Est. Return

Curian Capital's EFX Position: Q4 2015 in Review

Curian Capital sold out of Equifax (EFX) in Q4 2015, closing a stake of 3,634 shares — an estimated $353K sold.

Curian Capital first reported a position in EFX in Q2 2013 and held it in 10 quarters. The position peaked at $764K in Q2 2015. 535 funds tracked by Wall St. Rank hold EFX as of Q4 2015.

  • Curian Capital reported no remaining Equifax position as of Q4 2015 after selling out during the quarter.
  • Curian Capital sold 3,634 Equifax shares in Q4 2015, an estimated $353K.
  • Curian Capital first reported a position in Equifax in Q2 2013 and held it in 10 quarters.
  • Curian Capital's Equifax position peaked at $764K in Q2 2015.
  • 535 funds tracked by Wall St. Rank held Equifax as of Q4 2015.

Based on Curian Capital's 13F filing for Q4 2015, filed 25 Jan 2016.