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First Mercantile Trust’s Equifax EFX Stock Holding History

First Mercantile 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
2017
Q3 		– Sell
-4,229
Closed -$581K – 799
2017
Q2 		$581K Sell
4,229
-348
-8% -$47.8K 0.1% 243
2017
Q1 		$626K Sell
4,577
-115
-2% -$14.6K 0.1% 280
2016
Q4 		$555K Buy
+4,692
New +$573K 0.09% 310
2016
Q3 		– Sell
-6,913
Closed -$888K – 848
2016
Q2 		$888K Sell
6,913
-1,200
-15% -$145K 0.11% 251
2016
Q1 		$927K Sell
8,113
-1,800
-18% -$189K 0.11% 237
2015
Q4 		$1.1M Sell
9,913
-200
-2% -$21.6K 0.11% 227
2015
Q3 		$983K Sell
10,113
-700
-6% -$69.5K 0.1% 278
2015
Q2 		$1.05M Hold
10,813
– – 0.09% 305
2015
Q1 		$1.01M Hold
10,813
– – 0.08% 314
2014
Q4 		$874K Sell
10,813
-900
-8% -$69.6K 0.07% 359
2014
Q3 		$875K Sell
11,713
-2,400
-17% -$183K 0.07% 365
2014
Q2 		$1.02M Hold
14,113
– – 0.08% 335
2014
Q1 		$960K Sell
14,113
-2,100
-13% -$147K 0.07% 385
2013
Q4 		$1.12M Sell
16,213
-4,075
-20% -$265K 0.09% 336
2013
Q3 		$1.21M Sell
20,288
-2,870
-12% -$177K 0.1% 299
2013
Q2 		$1.36M Buy
+23,158
New +$1.4M 0.12% 250

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return