TDC
EFX icon

Thompson Davis & Co’s Equifax EFX Stock Holding History

Thompson Davis & Co’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
Q4 		– Sell
-12
Closed -$1K – 792
2017
Q3 		$1K Buy
12
+8
+200% +$1.06K ﹤0.01% 1065
2017
Q2 		$1K Hold
4
– – ﹤0.01% 1031
2017
Q1 		$1K Hold
4
– – ﹤0.01% 1103
2016
Q4 		$0 Sell
4
-42
-91% -$5.13K ﹤0.01% 1136
2016
Q3 		$6K Hold
46
– – 0.01% 788
2016
Q2 		$6K Hold
46
– – 0.01% 749
2016
Q1 		$5K Hold
46
– – 0.01% 783
2015
Q4 		$5K Buy
+46
New +$4.97K 0.01% 819

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Thompson Davis & Co's EFX Position: Q4 2017 in Review

Thompson Davis & Co sold out of Equifax (EFX) in Q4 2017, closing a stake of 12 shares — an estimated $1K sold.

Thompson Davis & Co first reported a position in EFX in Q4 2015 and held it in 8 quarters. The position peaked at $6K in Q3 2016. 527 funds tracked by Wall St. Rank hold EFX as of Q4 2017.

  • Thompson Davis & Co reported no remaining Equifax position as of Q4 2017 after selling out during the quarter.
  • Thompson Davis & Co sold 12 Equifax shares in Q4 2017, an estimated $1K.
  • Thompson Davis & Co first reported a position in Equifax in Q4 2015 and held it in 8 quarters.
  • Thompson Davis & Co's Equifax position peaked at $6K in Q3 2016.
  • 527 funds tracked by Wall St. Rank held Equifax as of Q4 2017.

Based on Thompson Davis & Co's 13F filing for Q4 2017, filed 5 Feb 2018.