Fragasso Financial Advisors’s Equifax EFX Stock Holding History

Fragasso Financial Advisors’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
2015 Q1	–	Sell	-15,013	Closed	-$1.21M	–	51
2014 Q4	$1.21M	Buy	15,013 +235	+2%	+$18.2K	1.03%	26
2014 Q3	$1.1M	Buy	14,778 +90	+0.6%	+$6.85K	0.86%	28
2014 Q2	$1.06M	Buy	14,688 +330	+2%	+$23.2K	0.94%	27
2014 Q1	$977K	Buy	14,358 +280	+2%	+$19.6K	1.01%	31
2013 Q4	$973K	Buy	+14,078	New	+$916K	0.87%	30

Other funds holding EFX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Fragasso Financial Advisors's EFX Position: Q1 2015 in Review

Fragasso Financial Advisors sold out of Equifax (EFX) in Q1 2015, closing a stake of 15,013 shares — an estimated $1.21M sold.

Fragasso Financial Advisors first reported a position in EFX in Q4 2013 and held it in 5 quarters. The position peaked at $1.21M in Q4 2014. 453 funds tracked by Wall St. Rank hold EFX as of Q1 2015.

Fragasso Financial Advisors reported no remaining Equifax position as of Q1 2015 after selling out during the quarter.
Fragasso Financial Advisors sold 15,013 Equifax shares in Q1 2015, an estimated $1.21M.
Fragasso Financial Advisors first reported a position in Equifax in Q4 2013 and held it in 5 quarters.
Fragasso Financial Advisors's Equifax position peaked at $1.21M in Q4 2014.
453 funds tracked by Wall St. Rank held Equifax as of Q1 2015.

Based on Fragasso Financial Advisors's 13F filing for Q1 2015, filed 29 Apr 2015.