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F&C Asset Management’s Equifax EFX Stock Holding History

F&C Asset 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
2014
Q1 		$8.93M Sell
131,244
-277
-0.2% -$19.4K 0.11% 251
2013
Q4 		$9.09M Sell
131,521
-1,064
-0.8% -$69.2K 0.11% 256
2013
Q3 		$7.93M Sell
132,585
-204
-0.2% -$12.5K 0.1% 268
2013
Q2 		$7.83M Buy
+132,789
New +$8.01M 0.11% 250

Other funds holding EFX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

F&C Asset Management's EFX Position: Q1 2014 in Review

F&C Asset Management reduced its Equifax (EFX) stake by 0.21% in Q1 2014, selling an estimated $19.4K and leaving 131,244 shares worth $8.93M. The position accounts for 0.11% of the portfolio, ranked #251.

F&C Asset Management first reported a position in EFX in Q2 2013 and has held it in 4 quarters since. The position peaked at $9.09M in Q4 2013. 408 funds tracked by Wall St. Rank hold EFX as of Q1 2014.

  • F&C Asset Management held 131,244 shares of Equifax worth $8.93M as of Q1 2014.
  • F&C Asset Management sold 277 Equifax shares in Q1 2014, an estimated $19.4K.
  • Equifax made up 0.11% of F&C Asset Management's portfolio in Q1 2014, its #251 holding.
  • F&C Asset Management first reported a position in Equifax in Q2 2013 and has held it in 4 quarters since.
  • F&C Asset Management's Equifax position peaked at $9.09M in Q4 2013.
  • 408 funds tracked by Wall St. Rank held Equifax as of Q1 2014.

Based on F&C Asset Management's 13F filing for Q1 2014, filed 14 May 2014.