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Dorsey Wright & Associates’s Equifax EFX Stock Holding History

Dorsey Wright & Associates’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
Q4 		– Sell
-4,025
Closed -$542K – 142
2016
Q3 		$542K Sell
4,025
-16
-0.4% -$2.12K 0.26% 80
2016
Q2 		$519K Sell
4,041
-218
-5% -$26.4K 0.28% 68
2016
Q1 		$487K Buy
+4,259
New +$448K 0.26% 75

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 $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Dorsey Wright & Associates's EFX Position: Q4 2016 in Review

Dorsey Wright & Associates sold out of Equifax (EFX) in Q4 2016, closing a stake of 4,025 shares — an estimated $542K sold.

Dorsey Wright & Associates first reported a position in EFX in Q1 2016 and held it in 3 quarters. The position peaked at $542K in Q3 2016. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

  • Dorsey Wright & Associates reported no remaining Equifax position as of Q4 2016 after selling out during the quarter.
  • Dorsey Wright & Associates sold 4,025 Equifax shares in Q4 2016, an estimated $542K.
  • Dorsey Wright & Associates first reported a position in Equifax in Q1 2016 and held it in 3 quarters.
  • Dorsey Wright & Associates's Equifax position peaked at $542K in Q3 2016.
  • 593 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on Dorsey Wright & Associates's 13F filing for Q4 2016, filed 2 Feb 2017.