Spectrum Advisory Services’s Equifax EFX Stock Holding History

Spectrum Advisory 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 Q1	$2.34M	Sell	20,499 -600	-3%	-$63.1K	0.92%	40
2015 Q4	$2.35M	Buy	21,099 +106	+0.5%	+$11.5K	0.94%	37
2015 Q3	$2.04M	Sell	20,993 -750	-3%	-$74.5K	0.85%	44
2015 Q2	$2.11M	Sell	21,743 -1,500	-6%	-$146K	0.8%	45
2015 Q1	$2.16M	Sell	23,243 -700	-3%	-$62.1K	0.76%	48
2014 Q4	$1.94M	Hold	23,943	–	–	0.67%	51
2014 Q3	$1.79M	Hold	23,943	–	–	0.65%	52
2014 Q2	$1.74M	Hold	23,943	–	–	0.6%	56
2014 Q1	$1.63M	Sell	23,943 -45	-0.2%	-$3.15K	0.58%	58
2013 Q4	$1.66M	Sell	23,988 -762	-3%	-$49.6K	0.59%	57
2013 Q3	$1.48M	Hold	24,750	–	–	0.57%	58
2013 Q2	$1.46M	Buy	+24,750	New	+$1.49M	0.59%	58

Other funds holding EFX

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spectrum Advisory Services's EFX Position: Q1 2016 in Review

Spectrum Advisory Services reduced its Equifax (EFX) stake by 2.8% in Q1 2016, selling an estimated $63.1K and leaving 20,499 shares worth $2.34M. The position accounts for 0.92% of the portfolio, ranked #40.

Spectrum Advisory Services first reported a position in EFX in Q2 2013 and has held it in 12 quarters since. The position peaked at $2.35M in Q4 2015. 553 funds tracked by Wall St. Rank hold EFX as of Q1 2016.

Spectrum Advisory Services held 20,499 shares of Equifax worth $2.34M as of Q1 2016.
Spectrum Advisory Services sold 600 Equifax shares in Q1 2016, an estimated $63.1K.
Equifax made up 0.92% of Spectrum Advisory Services's portfolio in Q1 2016, its #40 holding.
Spectrum Advisory Services first reported a position in Equifax in Q2 2013 and has held it in 12 quarters since.
Spectrum Advisory Services's Equifax position peaked at $2.35M in Q4 2015.
553 funds tracked by Wall St. Rank held Equifax as of Q1 2016.

Based on Spectrum Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.