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Reilly Financial Advisors’s Equifax EFX Stock Holding History

Reilly Financial Advisors’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
Q1 		– Sell
-1,600
Closed -$111K – 809
2013
Q4 		$111K Hold
1,600
– – 0.03% 152
2013
Q3 		$95K Hold
1,600
– – 0.03% 142
2013
Q2 		$95K Buy
+1,600
New +$96.5K 0.03% 146

Other funds holding EFX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Reilly Financial Advisors's EFX Position: Q1 2014 in Review

Reilly Financial Advisors sold out of Equifax (EFX) in Q1 2014, closing a stake of 1,600 shares — an estimated $111K sold.

Reilly Financial Advisors first reported a position in EFX in Q2 2013 and held it in 3 quarters. The position peaked at $111K in Q4 2013. 408 funds tracked by Wall St. Rank hold EFX as of Q1 2014.

  • Reilly Financial Advisors reported no remaining Equifax position as of Q1 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,600 Equifax shares in Q1 2014, an estimated $111K.
  • Reilly Financial Advisors first reported a position in Equifax in Q2 2013 and held it in 3 quarters.
  • Reilly Financial Advisors's Equifax position peaked at $111K in Q4 2013.
  • 408 funds tracked by Wall St. Rank held Equifax as of Q1 2014.

Based on Reilly Financial Advisors's 13F filing for Q1 2014, filed 23 Apr 2014.