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 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 $3.38T AUM 44.17% 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

R.H. Bluestein & Co's EFX Position: Q3 2017 in Review

R.H. Bluestein & Co sold out of Equifax (EFX) in Q3 2017, closing a stake of 2,565 shares — an estimated $352K sold.

R.H. Bluestein & Co first reported a position in EFX in Q3 2014 and held it in 12 quarters. The position peaked at $557K in Q4 2015. 520 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

R.H. Bluestein & Co reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
R.H. Bluestein & Co sold 2,565 Equifax shares in Q3 2017, an estimated $352K.
R.H. Bluestein & Co first reported a position in Equifax in Q3 2014 and held it in 12 quarters.
R.H. Bluestein & Co's Equifax position peaked at $557K in Q4 2015.
520 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on R.H. Bluestein & Co's 13F filing for Q3 2017, filed 13 Nov 2017.