HCM
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Herndon Capital Management’s Equifax EFX Stock Holding History

Herndon Capital Management’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
2016
Q4 		– Sell
-11
Closed -$1K – 312
2016
Q3 		$1K Hold
11
– – ﹤0.01% 448
2016
Q2 		$1K Buy
+11
New +$1.33K ﹤0.01% 463

Other funds holding EFX

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Herndon Capital Management's EFX Position: Q4 2016 in Review

Herndon Capital Management sold out of Equifax (EFX) in Q4 2016, closing a stake of 11 shares — an estimated $1K sold.

Herndon Capital Management first reported a position in EFX in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

  • Herndon Capital Management reported no remaining Equifax position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 11 Equifax shares in Q4 2016, an estimated $1K.
  • Herndon Capital Management first reported a position in Equifax in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's Equifax position peaked at $1K in Q3 2016.
  • 593 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.