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Foster & Motley’s Equifax EFX Stock Holding History

Foster & Motley’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
-2,076
Closed -$260K – 239
2018
Q2 		$260K Sell
2,076
-275
-12% -$32.6K 0.04% 209
2018
Q1 		$277K Sell
2,351
-1,862
-44% -$224K 0.05% 193
2017
Q4 		$497K Sell
4,213
-3,663
-47% -$412K 0.08% 162
2017
Q3 		$835K Sell
7,876
-7,888
-50% -$1.04M 0.14% 124
2017
Q2 		$2.17M Sell
15,764
-7,804
-33% -$1.07M 0.38% 82
2017
Q1 		$3.22M Sell
23,568
-4,321
-15% -$550K 0.59% 57
2016
Q4 		$3.3M Sell
27,889
-2,459
-8% -$301K 0.63% 55
2016
Q3 		$4.08M Sell
30,348
-11,254
-27% -$1.49M 0.79% 49
2016
Q2 		$5.34M Sell
41,602
-22,009
-35% -$2.67M 1.05% 36
2016
Q1 		$7.27M Buy
63,611
+2,863
+5% +$301K 1.47% 18
2015
Q4 		$6.77M Buy
60,748
+26,944
+80% +$2.91M 1.44% 20
2015
Q3 		$3.28M Buy
33,804
+11,374
+51% +$1.13M 0.75% 54
2015
Q2 		$2.18M Buy
22,430
+10,578
+89% +$1.03M 0.48% 71
2015
Q1 		$1.1M Buy
11,852
+3,890
+49% +$345K 0.24% 94
2014
Q4 		$644K Sell
7,962
-142
-2% -$11K 0.15% 113
2014
Q3 		$606K Buy
8,104
+1,351
+20% +$103K 0.14% 111
2014
Q2 		$490K Buy
6,753
+1,470
+28% +$103K 0.11% 125
2014
Q1 		$359K Sell
5,283
-75
-1% -$5.25K 0.09% 134
2013
Q4 		$370K Sell
5,358
-98
-2% -$6.37K 0.09% 130
2013
Q3 		$327K Sell
5,456
-38
-0.7% -$2.34K 0.09% 125
2013
Q2 		$324K Buy
+5,494
New +$331K 0.09% 121

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Foster & Motley's EFX Position: Q3 2018 in Review

Foster & Motley sold out of Equifax (EFX) in Q3 2018, closing a stake of 2,076 shares — an estimated $260K sold.

Foster & Motley first reported a position in EFX in Q2 2013 and held it in 21 quarters. The position peaked at $7.27M in Q1 2016. 535 funds tracked by Wall St. Rank hold EFX as of Q3 2018.

  • Foster & Motley reported no remaining Equifax position as of Q3 2018 after selling out during the quarter.
  • Foster & Motley sold 2,076 Equifax shares in Q3 2018, an estimated $260K.
  • Foster & Motley first reported a position in Equifax in Q2 2013 and held it in 21 quarters.
  • Foster & Motley's Equifax position peaked at $7.27M in Q1 2016.
  • 535 funds tracked by Wall St. Rank held Equifax as of Q3 2018.

Based on Foster & Motley's 13F filing for Q3 2018, filed 31 Oct 2018.