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R.H. Bluestein & Co’s Equifax EFX Stock Holding History

R.H. Bluestein & Co’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
-2,565
Closed -$352K – 325
2017
Q2 		$352K Hold
2,565
– – 0.02% 195
2017
Q1 		$351K Hold
2,565
– – 0.02% 210
2016
Q4 		$303K Sell
2,565
-1,500
-37% -$183K 0.02% 211
2016
Q3 		$547K Buy
4,065
+65
+2% +$8.62K 0.04% 101
2016
Q2 		$514K Hold
4,000
– – 0.04% 95
2016
Q1 		$457K Sell
4,000
-1,000
-20% -$105K 0.03% 130
2015
Q4 		$557K Hold
5,000
– – 0.03% 120
2015
Q3 		$486K Hold
5,000
– – 0.03% 136
2015
Q2 		$485K Hold
5,000
– – 0.03% 181
2015
Q1 		$465K Hold
5,000
– – 0.03% 176
2014
Q4 		$404K Hold
5,000
– – 0.03% 211
2014
Q3 		$374K Buy
+5,000
New +$381K 0.02% 241

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return