Monetary Management Group’s Equifax EFX Stock Holding History

Monetary Management Group’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 Q3	–	Sell	-12,290	Closed	-$1.69M	–	307
2017 Q2	$1.69M	Buy	12,290 +1,025	+9%	+$141K	0.69%	50
2017 Q1	$1.54M	Sell	11,265 -5,310	-32%	-$675K	0.67%	51
2016 Q4	$1.96M	Buy	16,575 +350	+2%	+$42.8K	0.91%	41
2016 Q3	$2.18M	Hold	16,225	–	–	1.01%	39
2016 Q2	$2.08M	Hold	16,225	–	–	0.97%	41
2016 Q1	$1.85M	Buy	16,225 +300	+2%	+$31.6K	0.9%	42
2015 Q4	$1.77M	Hold	15,925	–	–	0.85%	41
2015 Q3	$1.55M	Sell	15,925 -100	-0.6%	-$9.93K	0.77%	45
2015 Q2	$1.56M	Buy	16,025 +300	+2%	+$29.3K	0.7%	46
2015 Q1	$1.46M	Buy	15,725 +400	+3%	+$35.5K	0.65%	52
2014 Q4	$1.24M	Hold	15,325	–	–	0.55%	63
2014 Q3	$1.15M	Hold	15,325	–	–	0.53%	60
2014 Q2	$1.11M	Hold	15,325	–	–	0.52%	62
2014 Q1	$1.04M	Sell	15,325 -150	-1%	-$10.5K	0.49%	66
2013 Q4	$1.07M	Hold	15,475	–	–	0.5%	62
2013 Q3	$926K	Hold	15,475	–	–	0.49%	66
2013 Q2	$911K	Buy	+15,475	New	+$934K	0.5%	65

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Monetary Management Group's EFX Position: Q3 2017 in Review

Monetary Management Group sold out of Equifax (EFX) in Q3 2017, closing a stake of 12,290 shares — an estimated $1.69M sold.

Monetary Management Group first reported a position in EFX in Q2 2013 and held it in 17 quarters. The position peaked at $2.18M in Q3 2016. 520 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

Monetary Management Group reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
Monetary Management Group sold 12,290 Equifax shares in Q3 2017, an estimated $1.69M.
Monetary Management Group first reported a position in Equifax in Q2 2013 and held it in 17 quarters.
Monetary Management Group's Equifax position peaked at $2.18M in Q3 2016.
520 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Monetary Management Group's 13F filing for Q3 2017, filed 13 Nov 2017.