SII Investments’s Equifax EFX Stock Holding History

SII Investments’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 Q2	–	Sell	-4,453	Closed	-$611K	–	608
2017 Q1	$611K	Buy	4,453 +804	+22%	+$102K	0.04%	285
2016 Q4	$429K	Buy	+3,649	New	+$446K	0.03%	349

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

SII Investments's EFX Position: Q2 2017 in Review

SII Investments sold out of Equifax (EFX) in Q2 2017, closing a stake of 4,453 shares — an estimated $611K sold.

SII Investments first reported a position in EFX in Q4 2016 and held it in 2 quarters. The position peaked at $611K in Q1 2017. 588 funds tracked by Wall St. Rank hold EFX as of Q2 2017.

SII Investments reported no remaining Equifax position as of Q2 2017 after selling out during the quarter.
SII Investments sold 4,453 Equifax shares in Q2 2017, an estimated $611K.
SII Investments first reported a position in Equifax in Q4 2016 and held it in 2 quarters.
SII Investments's Equifax position peaked at $611K in Q1 2017.
588 funds tracked by Wall St. Rank held Equifax as of Q2 2017.

Based on SII Investments's 13F filing for Q2 2017, filed 14 Aug 2017.