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Thompson Siegel & Walmsley’s Equifax EFX Stock Holding History

Thompson Siegel & Walmsley’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
2018
Q1 		– Sell
-328
Closed -$39K – 801
2017
Q4 		$39K Hold
328
– – ﹤0.01% 572
2017
Q3 		$35K Hold
328
– – ﹤0.01% 573
2017
Q2 		$45K Buy
+328
New +$45K ﹤0.01% 544

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Thompson Siegel & Walmsley's EFX Position: Q1 2018 in Review

Thompson Siegel & Walmsley sold out of Equifax (EFX) in Q1 2018, closing a stake of 328 shares — an estimated $39K sold.

Thompson Siegel & Walmsley first reported a position in EFX in Q2 2017 and held it in 3 quarters. The position peaked at $45K in Q2 2017. 523 funds tracked by Wall St. Rank hold EFX as of Q1 2018.

  • Thompson Siegel & Walmsley reported no remaining Equifax position as of Q1 2018 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 328 Equifax shares in Q1 2018, an estimated $39K.
  • Thompson Siegel & Walmsley first reported a position in Equifax in Q2 2017 and held it in 3 quarters.
  • Thompson Siegel & Walmsley's Equifax position peaked at $45K in Q2 2017.
  • 523 funds tracked by Wall St. Rank held Equifax as of Q1 2018.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2018, filed 8 May 2018.