K2 Principal Fund’s Equifax EFX Stock Holding History

K2 Principal Fund’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 Q4	–	Sell	-20,000	Closed	-$2.12M	–	310
2017 Q3	$2.12M	Buy	+20,000	New	+$2.64M	0.14%	141

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

K2 Principal Fund's EFX Position: Q4 2017 in Review

K2 Principal Fund sold out of Equifax (EFX) in Q4 2017, closing a stake of 3,600 shares — an estimated $382K sold.

K2 Principal Fund first reported a position in EFX in Q3 2017 and held it in 1 quarter. The position peaked at $382K in Q3 2017. 527 funds tracked by Wall St. Rank hold EFX as of Q4 2017.

K2 Principal Fund reported no remaining Equifax position as of Q4 2017 after selling out during the quarter.
K2 Principal Fund sold 3,600 Equifax shares in Q4 2017, an estimated $382K.
K2 Principal Fund first reported a position in Equifax in Q3 2017 and held it in 1 quarter.
K2 Principal Fund's Equifax position peaked at $382K in Q3 2017.
527 funds tracked by Wall St. Rank held Equifax as of Q4 2017.

Based on K2 Principal Fund's 13F filing for Q4 2017, filed 12 Feb 2018.