Stifel Trust’s Equifax EFX Stock Holding History

Stifel Trust’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 Q3	$38K	Hold	500	–	–	0.01%	292
2014 Q2	$37K	Hold	500	–	–	0.01%	294
2014 Q1	$35K	Hold	500	–	–	0.01%	302
2013 Q4	$35K	Hold	500	–	–	0.01%	295
2013 Q3	$30K	Hold	500	–	–	0.01%	314
2013 Q2	$30K	Buy	+500	New	+$30.2K	0.01%	301

Other funds holding EFX

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

JIM

Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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

Stifel Trust's EFX Position: Q3 2014 in Review

Stifel Trust held its Equifax (EFX) position steady in Q3 2014 at 500 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #292.

Stifel Trust first reported a position in EFX in Q2 2013 and has held it in 6 quarters since. 422 funds tracked by Wall St. Rank hold EFX as of Q3 2014.

Stifel Trust held 500 shares of Equifax worth $38K as of Q3 2014.
Stifel Trust left its Equifax share count unchanged in Q3 2014.
Equifax made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #292 holding.
Stifel Trust first reported a position in Equifax in Q2 2013 and has held it in 6 quarters since.
422 funds tracked by Wall St. Rank held Equifax as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.