Evercore Wealth Management’s Equifax EFX Stock Holding History

Evercore Wealth 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
2017 Q3	–	Sell	-555	Closed	-$76K	–	919
2017 Q2	$76K	Hold	555	–	–	﹤0.01%	520
2017 Q1	$76K	Sell	555 -535	-49%	-$68.1K	﹤0.01%	530
2016 Q4	$129K	Sell	1,090 -295	-21%	-$36.1K	0.01%	448
2016 Q3	$186K	Sell	1,385 -533	-28%	-$70.7K	0.01%	387
2016 Q2	$246K	Buy	1,918 +194	+11%	+$23.5K	0.01%	326
2016 Q1	$197K	Buy	1,724 +101	+6%	+$10.6K	0.01%	356
2015 Q4	$181K	Buy	1,623 +243	+18%	+$26.3K	0.01%	386
2015 Q3	$135K	Hold	1,380	–	–	0.01%	448
2015 Q2	$135K	Hold	1,380	–	–	0.01%	484
2015 Q1	$129K	Hold	1,380	–	–	0.01%	490
2014 Q4	$111K	Hold	1,380	–	–	0.01%	450
2014 Q3	$102K	Sell	1,380 -250	-15%	-$19K	0.01%	511
2014 Q2	$117K	Hold	1,630	–	–	0.01%	484
2014 Q1	$111K	Hold	1,630	–	–	0.01%	466
2013 Q4	$113K	Sell	1,630 -34	-2%	-$2.21K	0.01%	438
2013 Q3	$100K	Buy	1,664 +34	+2%	+$2.09K	0.01%	486
2013 Q2	$96K	Buy	+1,630	New	+$98.3K	0.01%	495

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

Evercore Wealth Management's EFX Position: Q3 2017 in Review

Evercore Wealth Management sold out of Equifax (EFX) in Q3 2017, closing a stake of 555 shares — an estimated $76K sold.

Evercore Wealth Management first reported a position in EFX in Q2 2013 and held it in 17 quarters. The position peaked at $246K in Q2 2016. 520 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

Evercore Wealth Management reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
Evercore Wealth Management sold 555 Equifax shares in Q3 2017, an estimated $76K.
Evercore Wealth Management first reported a position in Equifax in Q2 2013 and held it in 17 quarters.
Evercore Wealth Management's Equifax position peaked at $246K in Q2 2016.
520 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.