Kings Point Capital Management’s Equifax EFX Stock Holding History

Kings Point Capital Management’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
2018 Q1	–	Sell	-100	Closed	-$12K	–	373
2017 Q4	$12K	Sell	100 -150	-60%	-$16.9K	﹤0.01%	354
2017 Q3	$26K	Sell	250 -26,194	-99%	-$3.46M	0.01%	274
2017 Q2	$3.63M	Sell	26,444 -784	-3%	-$108K	0.85%	44
2017 Q1	$3.72M	Sell	27,228 -4,054	-13%	-$516K	0.87%	47
2016 Q4	$3.7M	Buy	31,282 +2,381	+8%	+$291K	0.91%	42
2016 Q3	$3.89M	Sell	28,901 -8,018	-22%	-$1.06M	1.03%	36
2016 Q2	$4.74M	Buy	36,919 +16	+0%	+$1.94K	1.21%	33
2016 Q1	$4.22M	Buy	+36,903	New	+$3.88M	1.07%	33

Other funds holding EFX

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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

Kings Point Capital Management's EFX Position: Q1 2018 in Review

Kings Point Capital Management sold out of Equifax (EFX) in Q1 2018, closing a stake of 100 shares — an estimated $12K sold.

Kings Point Capital Management first reported a position in EFX in Q1 2016 and held it in 8 quarters. The position peaked at $4.74M in Q2 2016. 522 funds tracked by Wall St. Rank hold EFX as of Q1 2018.

Kings Point Capital Management reported no remaining Equifax position as of Q1 2018 after selling out during the quarter.
Kings Point Capital Management sold 100 Equifax shares in Q1 2018, an estimated $12K.
Kings Point Capital Management first reported a position in Equifax in Q1 2016 and held it in 8 quarters.
Kings Point Capital Management's Equifax position peaked at $4.74M in Q2 2016.
522 funds tracked by Wall St. Rank held Equifax as of Q1 2018.

Based on Kings Point Capital Management's 13F filing for Q1 2018, filed 10 May 2018.