UBS’s Equifax EFX Stock Holding History

UBS’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 Q3	$7K	Hold	100	–	–	﹤0.01%	9151
2014 Q2	$7K	Buy	+100	New	+$7.02K	﹤0.01%	9213
2013 Q4	–	Sell	-400	Closed	-$24K	–	10479
2013 Q3	$24K	Sell	400 -300	-43%	-$18.5K	﹤0.01%	7812
2013 Q2	$41K	Buy	+700	New	+$42.2K	﹤0.01%	6976

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BIT

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

BAM

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

UBS's EFX Position: Q3 2014 in Review

UBS increased its Equifax (EFX) stake by 63% in Q3 2014, buying an estimated $918K and bringing the position to 31,137 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2768.

UBS first reported a position in EFX in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.77M in Q4 2013. 422 funds tracked by Wall St. Rank hold EFX as of Q3 2014.

UBS held 31,137 shares of Equifax worth $2.33M as of Q3 2014.
UBS bought 12,058 Equifax shares in Q3 2014, an estimated $918K.
Equifax made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2768 holding.
UBS first reported a position in Equifax in Q2 2013 and has held it in 6 quarters since.
UBS's Equifax position peaked at $2.77M in Q4 2013.
422 funds tracked by Wall St. Rank held Equifax as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.