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Outfitter Advisors’s Equifax EFX Stock Holding History

Outfitter 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
2014
Q2 		– Sell
-3,250
Closed -$221K – 140
2014
Q1 		$221K Sell
3,250
-150
-4% -$10.5K 0.09% 125
2013
Q4 		$235K Hold
3,400
– – 0.09% 119
2013
Q3 		$203K Hold
3,400
– – 0.09% 127
2013
Q2 		$200K Buy
+3,400
New +$205K 0.09% 124

Other funds holding EFX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Outfitter Advisors's EFX Position: Q2 2014 in Review

Outfitter Advisors sold out of Equifax (EFX) in Q2 2014, closing a stake of 3,250 shares — an estimated $221K sold.

Outfitter Advisors first reported a position in EFX in Q2 2013 and held it in 4 quarters. The position peaked at $235K in Q4 2013. 406 funds tracked by Wall St. Rank hold EFX as of Q2 2014.

  • Outfitter Advisors reported no remaining Equifax position as of Q2 2014 after selling out during the quarter.
  • Outfitter Advisors sold 3,250 Equifax shares in Q2 2014, an estimated $221K.
  • Outfitter Advisors first reported a position in Equifax in Q2 2013 and held it in 4 quarters.
  • Outfitter Advisors's Equifax position peaked at $235K in Q4 2013.
  • 406 funds tracked by Wall St. Rank held Equifax as of Q2 2014.

Based on Outfitter Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.