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Meritage Portfolio Management’s Equifax EFX Stock Holding History

Meritage Portfolio 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
Q2 		– Sell
-65,398
Closed -$7.47M – 194
2016
Q1 		$7.47M Sell
65,398
-750
-1% -$78.9K 0.85% 27
2015
Q4 		$7.37M Buy
66,148
+170
+0.3% +$18.4K 0.83% 23
2015
Q3 		$6.41M Buy
65,978
+2,168
+3% +$215K 0.74% 30
2015
Q2 		$6.2M Buy
63,810
+440
+0.7% +$42.9K 0.65% 44
2015
Q1 		$5.89M Buy
63,370
+795
+1% +$70.6K 0.59% 60
2014
Q4 		$5.06M Sell
62,575
-420
-0.7% -$32.5K 0.54% 78
2014
Q3 		$4.71M Sell
62,995
-1,875
-3% -$143K 0.54% 88
2014
Q2 		$4.71M Buy
64,870
+915
+1% +$64.2K 0.51% 96
2014
Q1 		$4.35M Buy
63,955
+1,005
+2% +$70.3K 0.52% 93
2013
Q4 		$4.35M Sell
62,950
-2,995
-5% -$195K 0.54% 89
2013
Q3 		$3.95M Buy
65,945
+2,525
+4% +$155K 0.51% 101
2013
Q2 		$3.74M Buy
+63,420
New +$3.83M 0.54% 86

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Meritage Portfolio Management's EFX Position: Q2 2016 in Review

Meritage Portfolio Management sold out of Equifax (EFX) in Q2 2016, closing a stake of 65,398 shares — an estimated $7.47M sold.

Meritage Portfolio Management first reported a position in EFX in Q2 2013 and held it in 12 quarters. The position peaked at $7.47M in Q1 2016. 567 funds tracked by Wall St. Rank hold EFX as of Q2 2016.

  • Meritage Portfolio Management reported no remaining Equifax position as of Q2 2016 after selling out during the quarter.
  • Meritage Portfolio Management sold 65,398 Equifax shares in Q2 2016, an estimated $7.47M.
  • Meritage Portfolio Management first reported a position in Equifax in Q2 2013 and held it in 12 quarters.
  • Meritage Portfolio Management's Equifax position peaked at $7.47M in Q1 2016.
  • 567 funds tracked by Wall St. Rank held Equifax as of Q2 2016.

Based on Meritage Portfolio Management's 13F filing for Q2 2016, filed 20 Jul 2016.