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Placemark Investments’s Equifax EFX Stock Holding History

Placemark Investments’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
Q4 		$2.56M Sell
31,611
-1,765
-5% -$137K 0.05% 489
2014
Q3 		$2.49M Buy
33,376
+128
+0.4% +$9.75K 0.05% 484
2014
Q2 		$2.41M Sell
33,248
-915
-3% -$64.2K 0.04% 503
2014
Q1 		$2.32M Sell
34,163
-2,960
-8% -$207K 0.04% 475
2013
Q4 		$2.56M Sell
37,123
-5,887
-14% -$383K 0.04% 480
2013
Q3 		$2.57M Buy
43,010
+1,273
+3% +$78.3K 0.05% 437
2013
Q2 		$2.46M Buy
+41,737
New +$2.52M 0.05% 417

Other funds holding EFX

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Placemark Investments's EFX Position: Q4 2014 in Review

Placemark Investments reduced its Equifax (EFX) stake by 5.3% in Q4 2014, selling an estimated $137K and leaving 31,611 shares worth $2.56M. The position accounts for 0.05% of the portfolio, ranked #489.

Placemark Investments first reported a position in EFX in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.57M in Q3 2013. 437 funds tracked by Wall St. Rank hold EFX as of Q4 2014.

  • Placemark Investments held 31,611 shares of Equifax worth $2.56M as of Q4 2014.
  • Placemark Investments sold 1,765 Equifax shares in Q4 2014, an estimated $137K.
  • Equifax made up 0.05% of Placemark Investments's portfolio in Q4 2014, its #489 holding.
  • Placemark Investments first reported a position in Equifax in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Equifax position peaked at $2.57M in Q3 2013.
  • 437 funds tracked by Wall St. Rank held Equifax as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.