Dynamic Capital Management’s Equifax EFX Stock Holding History

Dynamic Capital Management’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	-5,458	Closed	-$683K	–	139
2018 Q2	$683K	Buy	5,458 +3,698	+210%	+$438K	1.09%	27
2018 Q1	$207K	Buy	+1,760	New	+$211K	0.51%	75
2017 Q4	–	Sell	-17,580	Closed	-$1.86M	–	255
2017 Q3	$1.86M	Buy	17,580 +14,332	+441%	+$1.9M	0.53%	48
2017 Q2	$446K	Sell	3,248 -25,760	-89%	-$3.54M	0.1%	181
2017 Q1	$3.97M	Buy	+29,008	New	+$3.69M	0.64%	38
2015 Q1	–	Sell	-5,095	Closed	-$412K	–	280
2014 Q4	$412K	Sell	5,095 -5,159	-50%	-$399K	0.22%	133
2014 Q3	$766K	Buy	+10,254	New	+$781K	0.2%	190
2014 Q2	–	Sell	-17,804	Closed	-$1.21M	–	421
2014 Q1	$1.21M	Buy	17,804 +2,225	+14%	+$156K	0.39%	66
2013 Q4	$1.08M	Sell	15,579 -7,403	-32%	-$481K	0.2%	167
2013 Q3	$1.38M	Buy	22,982 +13,385	+139%	+$823K	0.31%	94
2013 Q2	$566K	Buy	+9,597	New	+$579K	0.15%	197

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 $3.37T AUM 44.26% 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

Dynamic Capital Management's EFX Position: Q3 2018 in Review

Dynamic Capital Management sold out of Equifax (EFX) in Q3 2018, closing a stake of 5,458 shares — an estimated $683K sold.

Dynamic Capital Management first reported a position in EFX in Q2 2013 and held it in 11 quarters. The position peaked at $3.97M in Q1 2017. 535 funds tracked by Wall St. Rank hold EFX as of Q3 2018.

Dynamic Capital Management reported no remaining Equifax position as of Q3 2018 after selling out during the quarter.
Dynamic Capital Management sold 5,458 Equifax shares in Q3 2018, an estimated $683K.
Dynamic Capital Management first reported a position in Equifax in Q2 2013 and held it in 11 quarters.
Dynamic Capital Management's Equifax position peaked at $3.97M in Q1 2017.
535 funds tracked by Wall St. Rank held Equifax as of Q3 2018.

Based on Dynamic Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.