QCMC
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Quantum Capital Management (California)’s Equifax EFX Stock Holding History

Quantum Capital Management (California)’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
2016
Q3 		– Sell
-126,142
Closed -$16.2M – 157
2016
Q2 		$16.2M Sell
126,142
-5,882
-4% -$712K 2.29% 15
2016
Q1 		$15.1M Sell
132,024
-4,378
-3% -$461K 2.05% 19
2015
Q4 		$15.2M Sell
136,402
-63,542
-32% -$6.86M 1.98% 26
2015
Q3 		$19.4M Sell
199,944
-775
-0.4% -$77K 3.11% 1
2015
Q2 		$19.5M Buy
200,719
+95,689
+91% +$9.33M 2.79% 4
2015
Q1 		$8M Sell
105,030
-8,755
-8% -$777K 1.75% 13
2014
Q4 		$9.2M Buy
113,785
+8,215
+8% +$635K 2.1% 4
2014
Q3 		$7.89M Sell
105,570
-9,397
-8% -$716K 1.55% 17
2014
Q2 		$8.34M Sell
114,967
-12,637
-10% -$887K 1.43% 22
2014
Q1 		$8.68M Buy
127,604
+5,183
+4% +$362K 1.41% 26
2013
Q4 		$8.46M Buy
122,421
+8,326
+7% +$541K 1.44% 23
2013
Q3 		$6.83M Sell
114,095
-20,909
-15% -$1.29M 1.35% 25
2013
Q2 		$7.96M Buy
+135,004
New +$8.14M 1.62% 16

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Quantum Capital Management (California)'s EFX Position: Q3 2016 in Review

Quantum Capital Management (California) sold out of Equifax (EFX) in Q3 2016, closing a stake of 126,142 shares — an estimated $16.2M sold.

Quantum Capital Management (California) first reported a position in EFX in Q2 2013 and held it in 13 quarters. The position peaked at $19.5M in Q2 2015. 579 funds tracked by Wall St. Rank hold EFX as of Q3 2016.

  • Quantum Capital Management (California) reported no remaining Equifax position as of Q3 2016 after selling out during the quarter.
  • Quantum Capital Management (California) sold 126,142 Equifax shares in Q3 2016, an estimated $16.2M.
  • Quantum Capital Management (California) first reported a position in Equifax in Q2 2013 and held it in 13 quarters.
  • Quantum Capital Management (California)'s Equifax position peaked at $19.5M in Q2 2015.
  • 579 funds tracked by Wall St. Rank held Equifax as of Q3 2016.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2016, filed 14 Nov 2016.