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Hoxton Financial’s Equifax EFX Stock Holding History

Hoxton Financial’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
2014
Q1 		– Sell
-99
Closed -$7K – 409
2013
Q4 		$7K Sell
99
-34
-26% -$2.21K ﹤0.01% 500
2013
Q3 		$8K Sell
133
-4
-3% -$246 0.01% 299
2013
Q2 		$8K Buy
+137
New +$8.26K ﹤0.01% 435

Other funds holding EFX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 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

Hoxton Financial's EFX Position: Q1 2014 in Review

Hoxton Financial sold out of Equifax (EFX) in Q1 2014, closing a stake of 99 shares — an estimated $7K sold.

Hoxton Financial first reported a position in EFX in Q2 2013 and held it in 3 quarters. The position peaked at $8K in Q3 2013. 408 funds tracked by Wall St. Rank hold EFX as of Q1 2014.

  • Hoxton Financial reported no remaining Equifax position as of Q1 2014 after selling out during the quarter.
  • Hoxton Financial sold 99 Equifax shares in Q1 2014, an estimated $7K.
  • Hoxton Financial first reported a position in Equifax in Q2 2013 and held it in 3 quarters.
  • Hoxton Financial's Equifax position peaked at $8K in Q3 2013.
  • 408 funds tracked by Wall St. Rank held Equifax as of Q1 2014.

Based on Hoxton Financial's 13F filing for Q1 2014, filed 25 Apr 2014.