Guardian Investor Services’s Equifax EFX Stock Holding History

Guardian Investor Services’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	$77K	Sell	826 -15	-2%	-$1.33K	0.06%	352
2014 Q4	$68K	Sell	841 -25	-3%	-$1.93K	0.05%	375
2014 Q3	$65K	Sell	866 -42	-5%	-$3.2K	0.05%	382
2014 Q2	$66K	Sell	908 -31	-3%	-$2.18K	0.05%	395
2014 Q1	$64K	Sell	939 -40	-4%	-$2.8K	0.05%	400
2013 Q4	$68K	Hold	979	–	–	0.05%	386
2013 Q3	$59K	Hold	979	–	–	0.05%	403
2013 Q2	$58K	Buy	+979	New	+$59.1K	0.05%	394

Other funds holding EFX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $34.9B AUM 18.88% 1-Year Est. Return

Guardian Investor Services's EFX Position: Q1 2015 in Review

Guardian Investor Services reduced its Equifax (EFX) stake by 1.8% in Q1 2015, selling an estimated $1.33K and leaving 826 shares worth $77K. The position accounts for 0.06% of the portfolio, ranked #352.

Guardian Investor Services first reported a position in EFX in Q2 2013 and has held it in 8 quarters since. 453 funds tracked by Wall St. Rank hold EFX as of Q1 2015.

Guardian Investor Services held 826 shares of Equifax worth $77K as of Q1 2015.
Guardian Investor Services sold 15 Equifax shares in Q1 2015, an estimated $1.33K.
Equifax made up 0.06% of Guardian Investor Services's portfolio in Q1 2015, its #352 holding.
Guardian Investor Services first reported a position in Equifax in Q2 2013 and has held it in 8 quarters since.
453 funds tracked by Wall St. Rank held Equifax as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.