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Lebenthal Asset Management’s Equifax EFX Stock Holding History

Lebenthal Asset 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
2016
Q4 		– Sell
-81
Closed -$11K – 412
2016
Q3 		$11K Buy
+81
New +$10.7K ﹤0.01% 728

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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State Street
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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

Lebenthal Asset Management's EFX Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Equifax (EFX) in Q4 2016, closing a stake of 81 shares — an estimated $11K sold.

Lebenthal Asset Management first reported a position in EFX in Q3 2016 and held it in 1 quarter. The position peaked at $11K in Q3 2016. 594 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Equifax position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 81 Equifax shares in Q4 2016, an estimated $11K.
  • Lebenthal Asset Management first reported a position in Equifax in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Equifax position peaked at $11K in Q3 2016.
  • 594 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.