Kurt F. Somerville’s Equifax EFX Stock Holding History

Kurt F. Somerville’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	-3,000	Closed	-$318K	–	107
2017 Q3	$318K	Hold	3,000	–	–	0.06%	86
2017 Q2	$412K	Hold	3,000	–	–	0.08%	78
2017 Q1	$410K	Sell	3,000 -1,000	-25%	-$127K	0.09%	81
2016 Q4	$473K	Hold	4,000	–	–	0.1%	80
2016 Q3	$538K	Hold	4,000	–	–	0.12%	78
2016 Q2	$514K	Hold	4,000	–	–	0.12%	79
2016 Q1	$457K	Sell	4,000 -1,000	-20%	-$105K	0.1%	79
2015 Q4	$557K	Hold	5,000	–	–	0.13%	78
2015 Q3	$486K	Hold	5,000	–	–	0.12%	79
2015 Q2	$485K	Hold	5,000	–	–	0.11%	81
2015 Q1	$465K	Hold	5,000	–	–	0.11%	82
2014 Q4	$404K	Buy	+5,000	New	+$387K	0.1%	94

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

Kurt F. Somerville's EFX Position: Q4 2017 in Review

Kurt F. Somerville sold out of Equifax (EFX) in Q4 2017, closing a stake of 3,000 shares — an estimated $318K sold.

Kurt F. Somerville first reported a position in EFX in Q4 2014 and held it in 12 quarters. The position peaked at $557K in Q4 2015. 527 funds tracked by Wall St. Rank hold EFX as of Q4 2017.

Kurt F. Somerville reported no remaining Equifax position as of Q4 2017 after selling out during the quarter.
Kurt F. Somerville sold 3,000 Equifax shares in Q4 2017, an estimated $318K.
Kurt F. Somerville first reported a position in Equifax in Q4 2014 and held it in 12 quarters.
Kurt F. Somerville's Equifax position peaked at $557K in Q4 2015.
527 funds tracked by Wall St. Rank held Equifax as of Q4 2017.

Based on Kurt F. Somerville's 13F filing for Q4 2017, filed 2 Feb 2018.