Smith Group Asset Management’s Equifax EFX Stock Holding History

Smith Group Asset Management’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 Q1	–	Sell	-95,960	Closed	-$11.3M	–	455
2016 Q4	$11.3M	Hold	95,960	–	–	0.33%	85
2016 Q3	$12.9M	Sell	95,960 -290	-0.3%	-$38.5K	0.38%	79
2016 Q2	$12.4M	Buy	+96,250	New	+$11.7M	0.37%	83
2013 Q4	–	Sell	-384,140	Closed	-$23M	–	399
2013 Q3	$23M	Hold	384,140	–	–	0.95%	38
2013 Q2	$22.6M	Buy	+384,140	New	+$23.2M	0.98%	33

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

BAM

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

Smith Group Asset Management's EFX Position: Q1 2017 in Review

Smith Group Asset Management sold out of Equifax (EFX) in Q1 2017, closing a stake of 95,960 shares — an estimated $11.3M sold.

Smith Group Asset Management first reported a position in EFX in Q2 2013 and held it in 5 quarters. The position peaked at $23M in Q3 2013. 570 funds tracked by Wall St. Rank hold EFX as of Q1 2017.

Smith Group Asset Management reported no remaining Equifax position as of Q1 2017 after selling out during the quarter.
Smith Group Asset Management sold 95,960 Equifax shares in Q1 2017, an estimated $11.3M.
Smith Group Asset Management first reported a position in Equifax in Q2 2013 and held it in 5 quarters.
Smith Group Asset Management's Equifax position peaked at $23M in Q3 2013.
570 funds tracked by Wall St. Rank held Equifax as of Q1 2017.

Based on Smith Group Asset Management's 13F filing for Q1 2017, filed 4 May 2017.