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Stux Capital Management’s Equifax EFX Stock Holding History

Stux Capital 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
2014
Q2 		– Sell
-3,400
Closed -$231K – 463
2014
Q1 		$231K Sell
3,400
-2,800
-45% -$196K 0.03% 395
2013
Q4 		$428K Buy
+6,200
New +$403K 0.05% 287

Other funds holding EFX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Stux Capital Management's EFX Position: Q2 2014 in Review

Stux Capital Management sold out of Equifax (EFX) in Q2 2014, closing a stake of 3,400 shares — an estimated $231K sold.

Stux Capital Management first reported a position in EFX in Q4 2013 and held it in 2 quarters. The position peaked at $428K in Q4 2013. 406 funds tracked by Wall St. Rank hold EFX as of Q2 2014.

  • Stux Capital Management reported no remaining Equifax position as of Q2 2014 after selling out during the quarter.
  • Stux Capital Management sold 3,400 Equifax shares in Q2 2014, an estimated $231K.
  • Stux Capital Management first reported a position in Equifax in Q4 2013 and held it in 2 quarters.
  • Stux Capital Management's Equifax position peaked at $428K in Q4 2013.
  • 406 funds tracked by Wall St. Rank held Equifax as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.