Partnervest Advisory Services’s Equifax EFX Stock Holding History

Partnervest Advisory Services’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 Q3	–	Sell	-196	Closed	-$14K	–	324
2014 Q2	$14K	Hold	196	–	–	0.01%	615
2014 Q1	$13K	Hold	196	–	–	0.01%	594
2013 Q4	$14K	Sell	196 -159	-45%	-$10.3K	0.01%	560
2013 Q3	$21K	Hold	355	–	–	0.01%	445
2013 Q2	$21K	Buy	+355	New	+$21.4K	0.01%	402

Other funds holding EFX

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BAM

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

Partnervest Advisory Services's EFX Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Equifax (EFX) in Q3 2014, closing a stake of 196 shares — an estimated $14K sold.

Partnervest Advisory Services first reported a position in EFX in Q2 2013 and held it in 5 quarters. The position peaked at $21K in Q3 2013. 423 funds tracked by Wall St. Rank hold EFX as of Q3 2014.

Partnervest Advisory Services reported no remaining Equifax position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 196 Equifax shares in Q3 2014, an estimated $14K.
Partnervest Advisory Services first reported a position in Equifax in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Equifax position peaked at $21K in Q3 2013.
423 funds tracked by Wall St. Rank held Equifax as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.