Intellectus Partners’s Equifax EFX Stock Holding History

Intellectus Partners’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 Q1	–	Sell	-50	Closed	-$6K	–	696
2016 Q4	$6K	Buy	+50	New	+$6.11K	﹤0.01%	564

Other funds holding EFX

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

BAM

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

Intellectus Partners's EFX Position: Q1 2017 in Review

Intellectus Partners sold out of Equifax (EFX) in Q1 2017, closing a stake of 50 shares — an estimated $6K sold.

Intellectus Partners first reported a position in EFX in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 570 funds tracked by Wall St. Rank hold EFX as of Q1 2017.

Intellectus Partners reported no remaining Equifax position as of Q1 2017 after selling out during the quarter.
Intellectus Partners sold 50 Equifax shares in Q1 2017, an estimated $6K.
Intellectus Partners first reported a position in Equifax in Q4 2016 and held it in 1 quarter.
Intellectus Partners's Equifax position peaked at $6K in Q4 2016.
570 funds tracked by Wall St. Rank held Equifax as of Q1 2017.

Based on Intellectus Partners's 13F filing for Q1 2017, filed 8 May 2017.