Plancorp LLC’s Equifax EFX Stock Holding History

Plancorp LLC’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 Q3	–	Sell	-2,826	Closed	-$389K	–	169
2017 Q2	$389K	Hold	2,826	–	–	0.12%	105
2017 Q1	$384K	Hold	2,826	–	–	0.11%	111
2016 Q4	$334K	Buy	+2,826	New	+$345K	0.1%	117
2014 Q4	–	Sell	-2,826	Closed	-$210K	–	78
2014 Q3	$210K	Buy	+2,826	New	+$215K	0.22%	91
2014 Q2	–	Sell	-12,416	Closed	-$845K	–	81
2014 Q1	$845K	Sell	12,416 -1,500	-11%	-$105K	0.57%	37
2013 Q4	$962K	Buy	+13,916	New	+$905K	0.84%	24

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Plancorp LLC's EFX Position: Q3 2017 in Review

Plancorp LLC sold out of Equifax (EFX) in Q3 2017, closing a stake of 2,826 shares — an estimated $389K sold.

Plancorp LLC first reported a position in EFX in Q4 2013 and held it in 6 quarters. The position peaked at $962K in Q4 2013. 520 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

Plancorp LLC reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
Plancorp LLC sold 2,826 Equifax shares in Q3 2017, an estimated $389K.
Plancorp LLC first reported a position in Equifax in Q4 2013 and held it in 6 quarters.
Plancorp LLC's Equifax position peaked at $962K in Q4 2013.
520 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Plancorp LLC's 13F filing for Q3 2017, filed 11 Oct 2017.