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Peachtree Investment Advisors’s Equifax EFX Stock Holding History

Peachtree Investment 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 		– Sell
-2,430
Closed -$236K – 143
2015
Q2 		$236K Sell
2,430
-3,354
-58% -$327K 0.18% 111
2015
Q1 		$538K Sell
5,784
-5,970
-51% -$530K 0.39% 72
2014
Q4 		$951K Hold
11,754
– – 0.64% 42
2014
Q3 		$878K Hold
11,754
– – 0.59% 48
2014
Q2 		$853K Hold
11,754
– – 0.57% 51
2014
Q1 		$800K Sell
11,754
-8,323
-41% -$582K 0.55% 52
2013
Q4 		$1.39M Buy
+20,077
New +$1.31M 0.95% 25

Other funds holding EFX

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

Peachtree Investment Advisors's EFX Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Equifax (EFX) in Q3 2015, closing a stake of 2,430 shares — an estimated $236K sold.

Peachtree Investment Advisors first reported a position in EFX in Q4 2013 and held it in 7 quarters. The position peaked at $1.39M in Q4 2013. 502 funds tracked by Wall St. Rank hold EFX as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Equifax position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 2,430 Equifax shares in Q3 2015, an estimated $236K.
  • Peachtree Investment Advisors first reported a position in Equifax in Q4 2013 and held it in 7 quarters.
  • Peachtree Investment Advisors's Equifax position peaked at $1.39M in Q4 2013.
  • 502 funds tracked by Wall St. Rank held Equifax as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.