Index Management Solutions’s Equifax EFX Stock Holding History

Index Management Solutions’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
2015 Q3	$48K	Buy	495 +22	+5%	+$2.19K	0.05%	188
2015 Q2	$46K	Buy	473 +335	+243%	+$32.7K	0.04%	265
2015 Q1	$13K	Buy	138 +95	+221%	+$8.43K	0.01%	519
2014 Q4	$3K	Sell	43 -584	-93%	-$45.2K	﹤0.01%	728
2014 Q3	$47K	Buy	627 +72	+13%	+$5.48K	0.01%	837
2014 Q2	$40K	Sell	555 -58	-9%	-$4.07K	﹤0.01%	841
2014 Q1	$42K	Sell	613 -180	-23%	-$12.6K	0.01%	919
2013 Q4	$55K	Buy	793 +120	+18%	+$7.8K	0.01%	463
2013 Q3	$40K	Buy	+673	New	+$41.4K	0.01%	556

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Index Management Solutions's EFX Position: Q3 2015 in Review

Index Management Solutions increased its Equifax (EFX) stake by 4.7% in Q3 2015, buying an estimated $2.19K and bringing the position to 495 shares worth $48K. The position accounts for 0.05% of the portfolio, ranked #188.

Index Management Solutions first reported a position in EFX in Q3 2013 and has held it in 9 quarters since. The position peaked at $55K in Q4 2013. 502 funds tracked by Wall St. Rank hold EFX as of Q3 2015.

Index Management Solutions held 495 shares of Equifax worth $48K as of Q3 2015.
Index Management Solutions bought 22 Equifax shares in Q3 2015, an estimated $2.19K.
Equifax made up 0.05% of Index Management Solutions's portfolio in Q3 2015, its #188 holding.
Index Management Solutions first reported a position in Equifax in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Equifax position peaked at $55K in Q4 2013.
502 funds tracked by Wall St. Rank held Equifax as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.