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Howe & Rusling’s Equifax EFX Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-80
Closed -$10K – 844
2018
Q3 		$10K Buy
+80
New +$10.4K ﹤0.01% 498
2018
Q2 		– Sell
-108
Closed -$13K – 853
2018
Q1 		$13K Buy
108
+85
+370% +$10.2K ﹤0.01% 448
2017
Q4 		$3K Hold
23
– – ﹤0.01% 627
2017
Q3 		$2K Sell
23
-415
-95% -$54.9K ﹤0.01% 742
2017
Q2 		$60K Sell
438
-22
-5% -$3.02K 0.01% 250
2017
Q1 		$63K Sell
460
-2,820
-86% -$359K 0.01% 234
2016
Q4 		$388K Sell
3,280
-37,238
-92% -$4.55M 0.09% 117
2016
Q3 		$5.45M Sell
40,518
-4,121
-9% -$546K 1.17% 35
2016
Q2 		$5.73M Sell
44,639
-5,817
-12% -$705K 1.26% 25
2016
Q1 		$5.77M Buy
50,456
+2,128
+4% +$224K 1.3% 25
2015
Q4 		$5.38M Buy
48,328
+48,275
+91,085% +$5.22M 1.24% 31
2015
Q3 		$5K Buy
53
+8
+18% +$795 ﹤0.01% 629
2015
Q2 		$4K Hold
45
– – ﹤0.01% 692
2015
Q1 		$4K Buy
45
+1
+2% +$89 ﹤0.01% 640
2014
Q4 		$4K Hold
44
– – ﹤0.01% 642
2014
Q3 		$3K Sell
44
-2
-4% -$152 ﹤0.01% 687
2014
Q2 		$3K Buy
46
+1
+2% +$70 ﹤0.01% 660
2014
Q1 		$3K Sell
45
-2
-4% -$140 ﹤0.01% 712
2013
Q4 		$3K Buy
47
+7
+18% +$455 ﹤0.01% 646
2013
Q3 		$2K Sell
40
-4
-9% -$246 ﹤0.01% 779
2013
Q2 		$3K Buy
+44
New +$2.65K ﹤0.01% 762

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Howe & Rusling's EFX Position: Q4 2018 in Review

Howe & Rusling sold out of Equifax (EFX) in Q4 2018, closing a stake of 80 shares — an estimated $10K sold.

Howe & Rusling first reported a position in EFX in Q2 2013 and held it in 21 quarters. The position peaked at $5.77M in Q1 2016. 472 funds tracked by Wall St. Rank hold EFX as of Q4 2018.

  • Howe & Rusling reported no remaining Equifax position as of Q4 2018 after selling out during the quarter.
  • Howe & Rusling sold 80 Equifax shares in Q4 2018, an estimated $10K.
  • Howe & Rusling first reported a position in Equifax in Q2 2013 and held it in 21 quarters.
  • Howe & Rusling's Equifax position peaked at $5.77M in Q1 2016.
  • 472 funds tracked by Wall St. Rank held Equifax as of Q4 2018.

Based on Howe & Rusling's 13F filing for Q4 2018, filed 4 Feb 2019.