KT
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Kanaly Trust’s Equifax EFX Stock Holding History

Kanaly Trust’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
2016
Q4 		$5K Hold
41
– – ﹤0.01% 657
2016
Q3 		$6K Hold
41
– – ﹤0.01% 609
2016
Q2 		$5K Sell
41
-6
-13% -$727 ﹤0.01% 637
2016
Q1 		$5K Sell
47
-3
-6% -$316 ﹤0.01% 652
2015
Q4 		$6K Sell
50
-3
-6% -$324 ﹤0.01% 632
2015
Q3 		$5K Sell
53
-12
-18% -$1.19K ﹤0.01% 639
2015
Q2 		$6K Buy
+65
New +$6.34K ﹤0.01% 616

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Kanaly Trust's EFX Position: Q4 2016 in Review

Kanaly Trust held its Equifax (EFX) position steady in Q4 2016 at 41 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Kanaly Trust first reported a position in EFX in Q2 2015 and has held it in 7 quarters since. The position peaked at $6K in Q3 2016. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

  • Kanaly Trust held 41 shares of Equifax worth $5K as of Q4 2016.
  • Kanaly Trust left its Equifax share count unchanged in Q4 2016.
  • Equifax made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #657 holding.
  • Kanaly Trust first reported a position in Equifax in Q2 2015 and has held it in 7 quarters since.
  • Kanaly Trust's Equifax position peaked at $6K in Q3 2016.
  • 593 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.