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Northwest & Ethical Investments’s Equifax EFX Stock Holding History

Northwest & Ethical Investments’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
Q4 		– Sell
-8,720
Closed -$924K – 355
2017
Q3 		$924K Sell
8,720
-1,880
-18% -$249K 0.06% 288
2017
Q2 		$1.46M Sell
10,600
-3,280
-24% -$450K 0.1% 240
2017
Q1 		$1.9M Sell
13,880
-770
-5% -$98K 0.13% 202
2016
Q4 		$1.73M Sell
14,650
-350
-2% -$42.8K 0.12% 204
2016
Q3 		$2.02M Buy
+15,000
New +$1.99M 0.14% 163
2014
Q4 		– Sell
-18,370
Closed -$1.37M – 227
2014
Q3 		$1.37M Sell
18,370
-28,050
-60% -$2.14M 0.09% 169
2014
Q2 		$3.37M Buy
46,420
+1,910
+4% +$134K 0.21% 118
2014
Q1 		$3.03M Buy
+44,510
New +$3.11M 0.2% 125

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Northwest & Ethical Investments's EFX Position: Q4 2017 in Review

Northwest & Ethical Investments sold out of Equifax (EFX) in Q4 2017, closing a stake of 8,720 shares — an estimated $924K sold.

Northwest & Ethical Investments first reported a position in EFX in Q1 2014 and held it in 8 quarters. The position peaked at $3.37M in Q2 2014. 527 funds tracked by Wall St. Rank hold EFX as of Q4 2017.

  • Northwest & Ethical Investments reported no remaining Equifax position as of Q4 2017 after selling out during the quarter.
  • Northwest & Ethical Investments sold 8,720 Equifax shares in Q4 2017, an estimated $924K.
  • Northwest & Ethical Investments first reported a position in Equifax in Q1 2014 and held it in 8 quarters.
  • Northwest & Ethical Investments's Equifax position peaked at $3.37M in Q2 2014.
  • 527 funds tracked by Wall St. Rank held Equifax as of Q4 2017.

Based on Northwest & Ethical Investments's 13F filing for Q4 2017, filed 8 Jul 2025.