Train Babcock Advisors’s Equifax EFX Stock Holding History

Train Babcock Advisors’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 Q1	–	Sell	-8,980	Closed	-$1.06M	–	118
2016 Q4	$1.06M	Sell	8,980 -135	-1%	-$16.5K	0.44%	52
2016 Q3	$1.23M	Sell	9,115 -28,972	-76%	-$3.84M	0.49%	53
2016 Q2	$4.89M	Sell	38,087 -693	-2%	-$83.9K	1.94%	13
2016 Q1	$4.43M	Sell	38,780 -1,340	-3%	-$141K	1.77%	16
2015 Q4	$4.47M	Sell	40,120 -535	-1%	-$57.8K	1.71%	20
2015 Q3	$3.95M	Sell	40,655 -250	-0.6%	-$24.8K	1.4%	24
2015 Q2	$3.97M	Sell	40,905 -55	-0.1%	-$5.37K	1.25%	28
2015 Q1	$3.81M	Sell	40,960 -775	-2%	-$68.8K	1.19%	28
2014 Q4	$3.38M	Buy	+41,735	New	+$3.23M	1.09%	36

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Train Babcock Advisors's EFX Position: Q1 2017 in Review

Train Babcock Advisors sold out of Equifax (EFX) in Q1 2017, closing a stake of 8,980 shares — an estimated $1.06M sold.

Train Babcock Advisors first reported a position in EFX in Q4 2014 and held it in 9 quarters. The position peaked at $4.89M in Q2 2016. 570 funds tracked by Wall St. Rank hold EFX as of Q1 2017.

Train Babcock Advisors reported no remaining Equifax position as of Q1 2017 after selling out during the quarter.
Train Babcock Advisors sold 8,980 Equifax shares in Q1 2017, an estimated $1.06M.
Train Babcock Advisors first reported a position in Equifax in Q4 2014 and held it in 9 quarters.
Train Babcock Advisors's Equifax position peaked at $4.89M in Q2 2016.
570 funds tracked by Wall St. Rank held Equifax as of Q1 2017.

Based on Train Babcock Advisors's 13F filing for Q1 2017, filed 1 May 2017.