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National Planning Corporation’s Equifax EFX Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-903
Closed -$73.5K – 1022
2014
Q4 		$73.5K Buy
+903
New +$69.9K 0.01% 1068

Other funds holding EFX

Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

National Planning Corporation's EFX Position: Q1 2015 in Review

National Planning Corporation sold out of Equifax (EFX) in Q1 2015, closing a stake of 903 shares — an estimated $73.5K sold.

National Planning Corporation first reported a position in EFX in Q4 2014 and held it in 1 quarter. The position peaked at $73.5K in Q4 2014. 453 funds tracked by Wall St. Rank hold EFX as of Q1 2015.

  • National Planning Corporation reported no remaining Equifax position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 903 Equifax shares in Q1 2015, an estimated $73.5K.
  • National Planning Corporation first reported a position in Equifax in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Equifax position peaked at $73.5K in Q4 2014.
  • 453 funds tracked by Wall St. Rank held Equifax as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.