New Century Investment Management’s Equifax EFX Stock Holding History

New Century Investment Management’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	$402K	Sell	3,400 -5,200	-60%	-$636K	0.57%	71
2016 Q3	$1.16M	Sell	8,600 -9,500	-52%	-$1.26M	1.01%	34
2016 Q2	$2.32M	Sell	18,100 -3,100	-15%	-$375K	1.24%	30
2016 Q1	$2.42M	Buy	+21,200	New	+$2.23M	1.14%	42

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

New Century Investment Management's EFX Position: Q4 2016 in Review

New Century Investment Management reduced its Equifax (EFX) stake by 60% in Q4 2016, selling an estimated $636K and leaving 3,400 shares worth $402K. The position accounts for 0.57% of the portfolio, ranked #71.

New Century Investment Management first reported a position in EFX in Q1 2016 and has held it in 4 quarters since. The position peaked at $2.42M in Q1 2016. 594 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

New Century Investment Management held 3,400 shares of Equifax worth $402K as of Q4 2016.
New Century Investment Management sold 5,200 Equifax shares in Q4 2016, an estimated $636K.
Equifax made up 0.57% of New Century Investment Management's portfolio in Q4 2016, its #71 holding.
New Century Investment Management first reported a position in Equifax in Q1 2016 and has held it in 4 quarters since.
New Century Investment Management's Equifax position peaked at $2.42M in Q1 2016.
594 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on New Century Investment Management's 13F filing for Q4 2016, filed 25 Jan 2017.