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Rockefeller Financial Services’s Equifax EFX Stock Holding History

Rockefeller Financial Services’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
Q2 		– Sell
-153
Closed -$17K – 511
2016
Q1 		$17K Buy
+153
New +$16.1K ﹤0.01% 488

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Rockefeller Financial Services's EFX Position: Q2 2016 in Review

Rockefeller Financial Services sold out of Equifax (EFX) in Q2 2016, closing a stake of 153 shares — an estimated $17K sold.

Rockefeller Financial Services first reported a position in EFX in Q1 2016 and held it in 1 quarter. The position peaked at $17K in Q1 2016. 566 funds tracked by Wall St. Rank hold EFX as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Equifax position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 153 Equifax shares in Q2 2016, an estimated $17K.
  • Rockefeller Financial Services first reported a position in Equifax in Q1 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Equifax position peaked at $17K in Q1 2016.
  • 566 funds tracked by Wall St. Rank held Equifax as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.