Gideon Capital Advisors’s Equifax EFX Stock Holding History

Gideon Capital 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
2018 Q1	–	Sell	-2,543	Closed	-$300K	–	381
2017 Q4	$300K	Buy	2,543 +356	+16%	+$40K	0.26%	165
2017 Q3	$232K	Buy	+2,187	New	+$289K	0.23%	219
2015 Q4	–	Sell	-2,734	Closed	-$266K	–	214
2015 Q3	$266K	Buy	+2,734	New	+$272K	0.16%	169
2014 Q4	–	Sell	-5,975	Closed	-$447K	–	232
2014 Q3	$447K	Buy	+5,975	New	+$455K	0.17%	163

Other funds holding EFX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Gideon Capital Advisors's EFX Position: Q1 2018 in Review

Gideon Capital Advisors sold out of Equifax (EFX) in Q1 2018, closing a stake of 2,543 shares — an estimated $300K sold.

Gideon Capital Advisors first reported a position in EFX in Q3 2014 and held it in 4 quarters. The position peaked at $447K in Q3 2014. 523 funds tracked by Wall St. Rank hold EFX as of Q1 2018.

Gideon Capital Advisors reported no remaining Equifax position as of Q1 2018 after selling out during the quarter.
Gideon Capital Advisors sold 2,543 Equifax shares in Q1 2018, an estimated $300K.
Gideon Capital Advisors first reported a position in Equifax in Q3 2014 and held it in 4 quarters.
Gideon Capital Advisors's Equifax position peaked at $447K in Q3 2014.
523 funds tracked by Wall St. Rank held Equifax as of Q1 2018.

Based on Gideon Capital Advisors's 13F filing for Q1 2018, filed 14 May 2018.