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Pinkerton Retirement Specialists’s Equifax EFX Stock Holding History

Pinkerton Retirement Specialists’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
-42
Closed -$5K – 230
2016
Q4 		$5K Hold
42
– – ﹤0.01% 455
2016
Q3 		$6K Hold
42
– – ﹤0.01% 439
2016
Q2 		$5K Buy
+42
New +$5.09K ﹤0.01% 461

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

Pinkerton Retirement Specialists's EFX Position: Q1 2017 in Review

Pinkerton Retirement Specialists sold out of Equifax (EFX) in Q1 2017, closing a stake of 42 shares — an estimated $5K sold.

Pinkerton Retirement Specialists first reported a position in EFX in Q2 2016 and held it in 3 quarters. The position peaked at $6K in Q3 2016. 569 funds tracked by Wall St. Rank hold EFX as of Q1 2017.

  • Pinkerton Retirement Specialists reported no remaining Equifax position as of Q1 2017 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 42 Equifax shares in Q1 2017, an estimated $5K.
  • Pinkerton Retirement Specialists first reported a position in Equifax in Q2 2016 and held it in 3 quarters.
  • Pinkerton Retirement Specialists's Equifax position peaked at $6K in Q3 2016.
  • 569 funds tracked by Wall St. Rank held Equifax as of Q1 2017.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2017, filed 15 May 2017.