Patten Group’s Equifax EFX Stock Holding History

Patten Group’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
2017 Q2	–	Sell	-28	Closed	-$4K	–	649
2017 Q1	$4K	Buy	+28	New	+$3.56K	﹤0.01%	533

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BAM

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

Patten Group's EFX Position: Q2 2017 in Review

Patten Group sold out of Equifax (EFX) in Q2 2017, closing a stake of 28 shares — an estimated $4K sold.

Patten Group first reported a position in EFX in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 588 funds tracked by Wall St. Rank hold EFX as of Q2 2017.

Patten Group reported no remaining Equifax position as of Q2 2017 after selling out during the quarter.
Patten Group sold 28 Equifax shares in Q2 2017, an estimated $4K.
Patten Group first reported a position in Equifax in Q1 2017 and held it in 1 quarter.
Patten Group's Equifax position peaked at $4K in Q1 2017.
588 funds tracked by Wall St. Rank held Equifax as of Q2 2017.

Based on Patten Group's 13F filing for Q2 2017, filed 14 Aug 2017.