High Point Bank & Trust’s Equifax EFX Stock Holding History

High Point Bank & Trust’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	$256K	Hold	2,159	–	–	0.08%	118
2016 Q3	$290K	Hold	2,159	–	–	0.08%	111
2016 Q2	$277K	Hold	2,159	–	–	0.08%	113
2016 Q1	$247K	Buy	2,159 +216	+11%	+$22.7K	0.06%	119
2015 Q4	$216K	Hold	1,943	–	–	0.06%	124
2015 Q3	$189K	Hold	1,943	–	–	0.05%	138
2015 Q2	$189K	Hold	1,943	–	–	0.06%	143
2015 Q1	$181K	Hold	1,943	–	–	0.05%	149
2014 Q4	$157K	Hold	1,943	–	–	0.05%	161
2014 Q3	$145K	Hold	1,943	–	–	0.05%	162
2014 Q2	$141K	Hold	1,943	–	–	0.05%	167
2014 Q1	$132K	Hold	1,943	–	–	0.04%	169
2013 Q4	$134K	Hold	1,943	–	–	0.04%	166
2013 Q3	$116K	Hold	1,943	–	–	0.04%	180
2013 Q2	$115K	Buy	+1,943	New	+$117K	0.04%	170

Other funds holding EFX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

High Point Bank & Trust's EFX Position: Q4 2016 in Review

High Point Bank & Trust held its Equifax (EFX) position steady in Q4 2016 at 2,159 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #118.

High Point Bank & Trust first reported a position in EFX in Q2 2013 and has held it in 15 quarters since. The position peaked at $290K in Q3 2016. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

High Point Bank & Trust held 2,159 shares of Equifax worth $256K as of Q4 2016.
High Point Bank & Trust left its Equifax share count unchanged in Q4 2016.
Equifax made up 0.08% of High Point Bank & Trust's portfolio in Q4 2016, its #118 holding.
High Point Bank & Trust first reported a position in Equifax in Q2 2013 and has held it in 15 quarters since.
High Point Bank & Trust's Equifax position peaked at $290K in Q3 2016.
593 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.