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Physicians Financial Services’s Equifax EFX Stock Holding History

Physicians Financial 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
2017
Q1 		– Sell
-200
Closed -$27K – 152
2016
Q4 		$27K Hold
200
– – 0.02% 191
2016
Q3 		$26K Hold
200
– – 0.02% 183
2016
Q2 		$26K Hold
200
– – 0.02% 190
2016
Q1 		$23K Hold
200
– – 0.02% 184
2015
Q4 		$22K Buy
+200
New +$21.6K 0.02% 199

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Physicians Financial Services's EFX Position: Q1 2017 in Review

Physicians Financial Services sold out of Equifax (EFX) in Q1 2017, closing a stake of 200 shares — an estimated $27K sold.

Physicians Financial Services first reported a position in EFX in Q4 2015 and held it in 5 quarters. The position peaked at $27K in Q4 2016. 569 funds tracked by Wall St. Rank hold EFX as of Q1 2017.

  • Physicians Financial Services reported no remaining Equifax position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 200 Equifax shares in Q1 2017, an estimated $27K.
  • Physicians Financial Services first reported a position in Equifax in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Equifax position peaked at $27K in Q4 2016.
  • 569 funds tracked by Wall St. Rank held Equifax as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.