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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

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return