Virtus Fund Advisers’s Equifax EFX Stock Holding History

Virtus Fund Advisers’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
2015 Q1	–	Sell	-140	Closed	-$11K	–	934
2014 Q4	$11K	Hold	140	–	–	﹤0.01%	1024
2014 Q3	$10K	Sell	140 -1,084	-89%	-$82.5K	﹤0.01%	1057
2014 Q2	$89K	Buy	+1,224	New	+$85.9K	﹤0.01%	1478

Other funds holding EFX

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Virtus Fund Advisers's EFX Position: Q1 2015 in Review

Virtus Fund Advisers sold out of Equifax (EFX) in Q1 2015, closing a stake of 140 shares — an estimated $11K sold.

Virtus Fund Advisers first reported a position in EFX in Q2 2014 and held it in 3 quarters. The position peaked at $89K in Q2 2014. 453 funds tracked by Wall St. Rank hold EFX as of Q1 2015.

Virtus Fund Advisers reported no remaining Equifax position as of Q1 2015 after selling out during the quarter.
Virtus Fund Advisers sold 140 Equifax shares in Q1 2015, an estimated $11K.
Virtus Fund Advisers first reported a position in Equifax in Q2 2014 and held it in 3 quarters.
Virtus Fund Advisers's Equifax position peaked at $89K in Q2 2014.
453 funds tracked by Wall St. Rank held Equifax as of Q1 2015.

Based on Virtus Fund Advisers's 13F filing for Q1 2015, filed 13 May 2015.