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Icon Advisers’s Equifax EFX Stock Holding History

Icon Advisers’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
2017
Q3 		– Sell
-9,500
Closed -$1.3M – 392
2017
Q2 		$1.3M Sell
9,500
-2,000
-17% -$275K 0.09% 248
2017
Q1 		$1.57M Hold
11,500
– – 0.11% 226
2016
Q4 		$1.36M Buy
+11,500
New +$1.41M 0.09% 248

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Icon Advisers's EFX Position: Q3 2017 in Review

Icon Advisers sold out of Equifax (EFX) in Q3 2017, closing a stake of 9,500 shares — an estimated $1.3M sold.

Icon Advisers first reported a position in EFX in Q4 2016 and held it in 3 quarters. The position peaked at $1.57M in Q1 2017. 519 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

  • Icon Advisers reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
  • Icon Advisers sold 9,500 Equifax shares in Q3 2017, an estimated $1.3M.
  • Icon Advisers first reported a position in Equifax in Q4 2016 and held it in 3 quarters.
  • Icon Advisers's Equifax position peaked at $1.57M in Q1 2017.
  • 519 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Icon Advisers's 13F filing for Q3 2017, filed 8 Nov 2017.