Invictus RG’s Equifax EFX Stock Holding History

Invictus RG’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 Q2	–	Sell	-3,874	Closed	-$530K	–	676
2017 Q1	$530K	Buy	+3,874	New	+$493K	0.36%	51
2016 Q2	–	Sell	-1,559	Closed	-$178K	–	652
2016 Q1	$178K	Buy	+1,559	New	+$164K	0.22%	165

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BAM

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

Invictus RG's EFX Position: Q2 2017 in Review

Invictus RG sold out of Equifax (EFX) in Q2 2017, closing a stake of 3,874 shares — an estimated $530K sold.

Invictus RG first reported a position in EFX in Q1 2016 and held it in 2 quarters. The position peaked at $530K in Q1 2017. 588 funds tracked by Wall St. Rank hold EFX as of Q2 2017.

Invictus RG reported no remaining Equifax position as of Q2 2017 after selling out during the quarter.
Invictus RG sold 3,874 Equifax shares in Q2 2017, an estimated $530K.
Invictus RG first reported a position in Equifax in Q1 2016 and held it in 2 quarters.
Invictus RG's Equifax position peaked at $530K in Q1 2017.
588 funds tracked by Wall St. Rank held Equifax as of Q2 2017.

Based on Invictus RG's 13F filing for Q2 2017, filed 14 Aug 2017.