MSI Financial Services’s Equifax EFX Stock Holding History

MSI Financial Services’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 Q4	$267K	Buy	2,259 +714	+46%	+$87.3K	0.01%	963
2016 Q3	$208K	Buy	1,545 +287	+23%	+$38.1K	0.01%	1037
2016 Q2	$162K	Buy	1,258 +442	+54%	+$53.5K	0.01%	1131
2016 Q1	$93K	Buy	816 +380	+87%	+$40K	﹤0.01%	1378
2015 Q4	$49K	Buy	436 +430	+7,167%	+$46.5K	﹤0.01%	1728
2015 Q3	$1K	Hold	6	–	–	﹤0.01%	2935
2015 Q2	$1K	Hold	6	–	–	﹤0.01%	2888
2015 Q1	$1K	Hold	6	–	–	﹤0.01%	2847
2014 Q4	$0	Buy	6 +2	+50%	+$155	﹤0.01%	2674
2014 Q3	$0	Hold	4	–	–	﹤0.01%	2661
2014 Q2	$0	Hold	4	–	–	﹤0.01%	2588
2014 Q1	$0	Hold	4	–	–	﹤0.01%	2537
2013 Q4	$0	Buy	+4	New	+$260	﹤0.01%	2519
2013 Q3	–	Sell	-334	Closed	-$20K	–	2164
2013 Q2	$20K	Buy	+334	New	+$20.1K	﹤0.01%	1244

Other funds holding EFX

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

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

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

MSI Financial Services's EFX Position: Q4 2016 in Review

MSI Financial Services increased its Equifax (EFX) stake by 46% in Q4 2016, buying an estimated $87.3K and bringing the position to 2,259 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #963.

MSI Financial Services first reported a position in EFX in Q2 2013 and has held it in 14 quarters since. 594 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

MSI Financial Services held 2,259 shares of Equifax worth $267K as of Q4 2016.
MSI Financial Services bought 714 Equifax shares in Q4 2016, an estimated $87.3K.
Equifax made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #963 holding.
MSI Financial Services first reported a position in Equifax in Q2 2013 and has held it in 14 quarters since.
594 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.