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Miles Capital’s Equifax EFX Stock Holding History

Miles Capital’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
Q3 		– Sell
-2,536
Closed -$326K – 162
2016
Q2 		$326K Sell
2,536
-1,880
-43% -$228K 0.22% 101
2016
Q1 		$505K Sell
4,416
-56
-1% -$5.89K 0.34% 75
2015
Q4 		$498K Sell
4,472
-176
-4% -$19K 0.34% 81
2015
Q3 		$452K Buy
+4,648
New +$462K 0.32% 82

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Miles Capital's EFX Position: Q3 2016 in Review

Miles Capital sold out of Equifax (EFX) in Q3 2016, closing a stake of 2,536 shares — an estimated $326K sold.

Miles Capital first reported a position in EFX in Q3 2015 and held it in 4 quarters. The position peaked at $505K in Q1 2016. 580 funds tracked by Wall St. Rank hold EFX as of Q3 2016.

  • Miles Capital reported no remaining Equifax position as of Q3 2016 after selling out during the quarter.
  • Miles Capital sold 2,536 Equifax shares in Q3 2016, an estimated $326K.
  • Miles Capital first reported a position in Equifax in Q3 2015 and held it in 4 quarters.
  • Miles Capital's Equifax position peaked at $505K in Q1 2016.
  • 580 funds tracked by Wall St. Rank held Equifax as of Q3 2016.

Based on Miles Capital's 13F filing for Q3 2016, filed 15 Nov 2016.