Old Mutual Customised Solutions’s Equifax EFX Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$326K	Hold	2,607	–	–	0.03%	482
2018 Q1	$307K	Hold	2,607	–	–	0.03%	484
2017 Q4	$307K	Hold	2,607	–	–	0.03%	480
2017 Q3	$276K	Hold	2,607	–	–	0.04%	471
2017 Q2	$358K	Hold	2,607	–	–	0.05%	394
2017 Q1	$356K	Buy	2,607 +607	+30%	+$77.2K	0.06%	386
2016 Q4	$236K	Sell	2,000 -900	-31%	-$110K	0.04%	468
2016 Q3	$390K	Sell	2,900 -1,100	-28%	-$146K	0.11%	215
2016 Q2	$514K	Hold	4,000	–	–	0.13%	193
2016 Q1	$457K	Hold	4,000	–	–	0.12%	212
2015 Q4	$445K	Hold	4,000	–	–	0.11%	215
2015 Q3	$389K	Hold	4,000	–	–	0.11%	240
2015 Q2	$388K	Buy	4,000 +500	+14%	+$48.8K	0.09%	275
2015 Q1	$326K	Buy	3,500 +800	+30%	+$71K	0.08%	309
2014 Q4	$218K	Buy	2,700 +500	+23%	+$38.7K	0.06%	377
2014 Q3	$164K	Sell	2,200 -1,000	-31%	-$76.2K	0.05%	422
2014 Q2	$232K	Hold	3,200	–	–	0.06%	386
2014 Q1	$218K	Hold	3,200	–	–	0.05%	382
2013 Q4	$221K	Buy	3,200 +600	+23%	+$39K	0.06%	360
2013 Q3	$156K	Hold	2,600	–	–	0.04%	437
2013 Q2	$153K	Buy	+2,600	New	+$157K	0.04%	440

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Old Mutual Customised Solutions's EFX Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Equifax (EFX) position steady in Q2 2018 at 2,607 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #482.

Old Mutual Customised Solutions first reported a position in EFX in Q2 2013 and has held it in 21 quarters since. The position peaked at $514K in Q2 2016. 522 funds tracked by Wall St. Rank hold EFX as of Q2 2018.

Old Mutual Customised Solutions held 2,607 shares of Equifax worth $326K as of Q2 2018.
Old Mutual Customised Solutions left its Equifax share count unchanged in Q2 2018.
Equifax made up 0.03% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #482 holding.
Old Mutual Customised Solutions first reported a position in Equifax in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Equifax position peaked at $514K in Q2 2016.
522 funds tracked by Wall St. Rank held Equifax as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.