IMS
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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

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return