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Independent Portfolio Consultants’s Equifax EFX Stock Holding History

Independent Portfolio Consultants’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
Q3 		– Sell
-945
Closed -$121K – 720
2016
Q2 		$121K Sell
945
-70
-7% -$8.48K 0.04% 419
2016
Q1 		$116K Buy
1,015
+65
+7% +$6.84K 0.03% 447
2015
Q4 		$106K Sell
950
-45
-5% -$4.86K 0.03% 458
2015
Q3 		$97K Sell
995
-150
-13% -$14.9K 0.02% 464
2015
Q2 		$111K Sell
1,145
-896
-44% -$87.4K 0.02% 483
2015
Q1 		$190K Sell
2,041
-139
-6% -$12.3K 0.04% 371
2014
Q4 		$176K Sell
2,180
-2,370
-52% -$183K 0.04% 395
2014
Q3 		$340K Sell
4,550
-485
-10% -$36.9K 0.09% 368
2014
Q2 		$365K Buy
5,035
+120
+2% +$8.42K 0.1% 341
2014
Q1 		$334K Hold
4,915
– – 0.11% 349
2013
Q4 		$340K Buy
4,915
+75
+2% +$4.88K 0.12% 346
2013
Q3 		$290K Sell
4,840
-60
-1% -$3.69K 0.12% 367
2013
Q2 		$289K Buy
+4,900
New +$296K 0.13% 339

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Independent Portfolio Consultants's EFX Position: Q3 2016 in Review

Independent Portfolio Consultants sold out of Equifax (EFX) in Q3 2016, closing a stake of 945 shares — an estimated $121K sold.

Independent Portfolio Consultants first reported a position in EFX in Q2 2013 and held it in 13 quarters. The position peaked at $365K in Q2 2014. 579 funds tracked by Wall St. Rank hold EFX as of Q3 2016.

  • Independent Portfolio Consultants reported no remaining Equifax position as of Q3 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 945 Equifax shares in Q3 2016, an estimated $121K.
  • Independent Portfolio Consultants first reported a position in Equifax in Q2 2013 and held it in 13 quarters.
  • Independent Portfolio Consultants's Equifax position peaked at $365K in Q2 2014.
  • 579 funds tracked by Wall St. Rank held Equifax as of Q3 2016.

Based on Independent Portfolio Consultants's 13F filing for Q3 2016, filed 5 Oct 2016.