TradeWorx’s Equifax EFX Stock Holding History

TradeWorx’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	-6,005	Closed	-$409K	–	370
2014 Q1	$409K	Buy	+6,005	New	+$420K	0.36%	90
2013 Q3	–	Sell	-13,362	Closed	-$787K	–	459
2013 Q2	$787K	Buy	+13,362	New	+$806K	0.34%	85

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

TradeWorx's EFX Position: Q2 2014 in Review

TradeWorx sold out of Equifax (EFX) in Q2 2014, closing a stake of 6,005 shares — an estimated $409K sold.

TradeWorx first reported a position in EFX in Q2 2013 and held it in 2 quarters. The position peaked at $787K in Q2 2013. 406 funds tracked by Wall St. Rank hold EFX as of Q2 2014.

TradeWorx reported no remaining Equifax position as of Q2 2014 after selling out during the quarter.
TradeWorx sold 6,005 Equifax shares in Q2 2014, an estimated $409K.
TradeWorx first reported a position in Equifax in Q2 2013 and held it in 2 quarters.
TradeWorx's Equifax position peaked at $787K in Q2 2013.
406 funds tracked by Wall St. Rank held Equifax as of Q2 2014.

Based on TradeWorx's 13F filing for Q2 2014, filed 10 Jul 2014.