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McKinley Capital Management’s Equifax EFX Stock Holding History

McKinley 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
2017
Q4 		– Sell
-16,329
Closed -$1.73M – 339
2017
Q3 		$1.73M Sell
16,329
-320
-2% -$42.3K 0.07% 176
2017
Q2 		$2.29M Sell
16,649
-660
-4% -$90.6K 0.09% 149
2017
Q1 		$2.37M Hold
17,309
– – 0.09% 156
2016
Q4 		$2.05M Sell
17,309
-640
-4% -$78.2K 0.08% 165
2016
Q3 		$2.42M Buy
17,949
+14,220
+381% +$1.89M 0.09% 180
2016
Q2 		$479K Sell
3,729
-760
-17% -$92.1K 0.02% 261
2016
Q1 		$513K Hold
4,489
– – 0.02% 242
2015
Q4 		$500K Sell
4,489
-870
-16% -$94K 0.02% 253
2015
Q3 		$521K Hold
5,359
– – 0.03% 247
2015
Q2 		$520K Sell
5,359
-1,760
-25% -$172K 0.02% 257
2015
Q1 		$662K Sell
7,119
-24,379
-77% -$2.16M 0.03% 238
2014
Q4 		$2.55M Buy
31,498
+1,480
+5% +$114K 0.1% 174
2014
Q3 		$2.24M Sell
30,018
-14,590
-33% -$1.11M 0.1% 169
2014
Q2 		$3.24M Hold
44,608
– – 0.13% 152
2014
Q1 		$3.04M Sell
44,608
-3,930
-8% -$275K 0.13% 158
2013
Q4 		$3.35M Hold
48,538
– – 0.13% 154
2013
Q3 		$2.9M Sell
48,538
-137,776
-74% -$8.48M 0.13% 154
2013
Q2 		$11M Buy
+186,314
New +$11.2M 0.55% 52

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

McKinley Capital Management's EFX Position: Q4 2017 in Review

McKinley Capital Management sold out of Equifax (EFX) in Q4 2017, closing a stake of 16,329 shares — an estimated $1.73M sold.

McKinley Capital Management first reported a position in EFX in Q2 2013 and held it in 18 quarters. The position peaked at $11M in Q2 2013. 528 funds tracked by Wall St. Rank hold EFX as of Q4 2017.

  • McKinley Capital Management reported no remaining Equifax position as of Q4 2017 after selling out during the quarter.
  • McKinley Capital Management sold 16,329 Equifax shares in Q4 2017, an estimated $1.73M.
  • McKinley Capital Management first reported a position in Equifax in Q2 2013 and held it in 18 quarters.
  • McKinley Capital Management's Equifax position peaked at $11M in Q2 2013.
  • 528 funds tracked by Wall St. Rank held Equifax as of Q4 2017.

Based on McKinley Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.