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Ironsides Asset Advisors’s Equifax EFX Stock Holding History

Ironsides Asset Advisors’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
-32,000
Closed -$3.78M – 101
2016
Q4 		$3.78M Hold
32,000
– – 1.03% 23
2016
Q3 		$4.31M Buy
32,000
+10,000
+45% +$1.33M 1.17% 17
2016
Q2 		$2.83M Buy
+22,000
New +$2.66M 0.86% 24

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Ironsides Asset Advisors's EFX Position: Q1 2017 in Review

Ironsides Asset Advisors sold out of Equifax (EFX) in Q1 2017, closing a stake of 32,000 shares — an estimated $3.78M sold.

Ironsides Asset Advisors first reported a position in EFX in Q2 2016 and held it in 3 quarters. The position peaked at $4.31M in Q3 2016. 569 funds tracked by Wall St. Rank hold EFX as of Q1 2017.

  • Ironsides Asset Advisors reported no remaining Equifax position as of Q1 2017 after selling out during the quarter.
  • Ironsides Asset Advisors sold 32,000 Equifax shares in Q1 2017, an estimated $3.78M.
  • Ironsides Asset Advisors first reported a position in Equifax in Q2 2016 and held it in 3 quarters.
  • Ironsides Asset Advisors's Equifax position peaked at $4.31M in Q3 2016.
  • 569 funds tracked by Wall St. Rank held Equifax as of Q1 2017.

Based on Ironsides Asset Advisors's 13F filing for Q1 2017, filed 10 May 2017.