Mosaic Family Wealth’s Equifax EFX Stock Holding History

Mosaic Family Wealth’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	-34	Closed	-$3K	–	799
2016 Q1	$3K	Hold	34	–	–	﹤0.01%	650
2015 Q4	$3K	Buy	+34	New	+$3.67K	﹤0.01%	634

Other funds holding EFX

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Mosaic Family Wealth's EFX Position: Q2 2016 in Review

Mosaic Family Wealth sold out of Equifax (EFX) in Q2 2016, closing a stake of 34 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in EFX in Q4 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2016. 566 funds tracked by Wall St. Rank hold EFX as of Q2 2016.

Mosaic Family Wealth reported no remaining Equifax position as of Q2 2016 after selling out during the quarter.
Mosaic Family Wealth sold 34 Equifax shares in Q2 2016, an estimated $3K.
Mosaic Family Wealth first reported a position in Equifax in Q4 2015 and held it in 2 quarters.
Mosaic Family Wealth's Equifax position peaked at $3K in Q1 2016.
566 funds tracked by Wall St. Rank held Equifax as of Q2 2016.

Based on Mosaic Family Wealth's 13F filing for Q2 2016, filed 15 Aug 2016.