Dubuque Bank & Trust’s Equifax EFX Stock Holding History

Dubuque Bank & Trust’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 Q3	–	Sell	-3	Closed	–	–	653
2018 Q2	$0	Hold	3	–	–	﹤0.01%	718
2018 Q1	$0	Buy	+3	New	+$360	﹤0.01%	733
2017 Q3	–	Sell	-42	Closed	-$6K	–	648
2017 Q2	$6K	Hold	42	–	–	﹤0.01%	503
2017 Q1	$6K	Buy	+42	New	+$5.34K	﹤0.01%	527
2015 Q3	–	Sell	-488	Closed	-$47K	–	607
2015 Q2	$47K	Hold	488	–	–	0.01%	324
2015 Q1	$45K	Hold	488	–	–	0.01%	315
2014 Q4	$39K	Hold	488	–	–	0.01%	330
2014 Q3	$36K	Hold	488	–	–	0.01%	342
2014 Q2	$35K	Buy	+488	New	+$34.2K	0.01%	374
2013 Q4	–	Sell	-1,200	Closed	-$72K	–	429
2013 Q3	$72K	Hold	1,200	–	–	0.01%	191
2013 Q2	$71K	Buy	+1,200	New	+$72.4K	0.01%	174

Other funds holding EFX

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Dubuque Bank & Trust's EFX Position: Q3 2018 in Review

Dubuque Bank & Trust sold out of Equifax (EFX) in Q3 2018, closing a stake of 3 shares.

Dubuque Bank & Trust first reported a position in EFX in Q2 2013 and held it in 11 quarters. The position peaked at $72K in Q3 2013. 535 funds tracked by Wall St. Rank hold EFX as of Q3 2018.

Dubuque Bank & Trust reported no remaining Equifax position as of Q3 2018 after selling out during the quarter.
Dubuque Bank & Trust sold 3 Equifax shares in Q3 2018.
Dubuque Bank & Trust first reported a position in Equifax in Q2 2013 and held it in 11 quarters.
Dubuque Bank & Trust's Equifax position peaked at $72K in Q3 2013.
535 funds tracked by Wall St. Rank held Equifax as of Q3 2018.

Based on Dubuque Bank & Trust's 13F filing for Q3 2018, filed 30 Oct 2018.