OFI Advisors’s Equifax EFX Stock Holding History

OFI Advisors’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 Q3	$267K	Sell	2,748 -32	-1%	-$3.18K	0.02%	1053
2015 Q2	$270K	Buy	2,780 +447	+19%	+$43.6K	0.02%	1097
2015 Q1	$217K	Sell	2,333 -50	-2%	-$4.44K	0.01%	1196
2014 Q4	$193K	Buy	2,383 +27	+1%	+$2.09K	0.01%	1226
2014 Q3	$176K	Sell	2,356 -95	-4%	-$7.23K	0.01%	1220
2014 Q2	$178K	Buy	2,451 +174	+8%	+$12.2K	0.01%	1217
2014 Q1	$155K	Sell	2,277 -26	-1%	-$1.82K	0.01%	1235
2013 Q4	$159K	Buy	2,303 +18	+0.8%	+$1.17K	0.01%	1197
2013 Q3	$137K	Buy	2,285 +196	+9%	+$12.1K	0.01%	1181
2013 Q2	$123K	Buy	+2,089	New	+$126K	0.01%	1153

Other funds holding EFX

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

OFI Advisors's EFX Position: Q3 2015 in Review

OFI Advisors reduced its Equifax (EFX) stake by 1.2% in Q3 2015, selling an estimated $3.18K and leaving 2,748 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #1053.

OFI Advisors first reported a position in EFX in Q2 2013 and has held it in 10 quarters since. The position peaked at $270K in Q2 2015. 502 funds tracked by Wall St. Rank hold EFX as of Q3 2015.

OFI Advisors held 2,748 shares of Equifax worth $267K as of Q3 2015.
OFI Advisors sold 32 Equifax shares in Q3 2015, an estimated $3.18K.
Equifax made up 0.02% of OFI Advisors's portfolio in Q3 2015, its #1053 holding.
OFI Advisors first reported a position in Equifax in Q2 2013 and has held it in 10 quarters since.
OFI Advisors's Equifax position peaked at $270K in Q2 2015.
502 funds tracked by Wall St. Rank held Equifax as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.