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Virtus Investment Advisers’s Equifax EFX Stock Holding History

Virtus Investment 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
2018
Q1 		– Sell
-2,663
Closed -$314K – 136
2017
Q4 		$314K Sell
2,663
-1,263
-32% -$142K 0.03% 348
2017
Q3 		$416K Sell
3,926
-459
-10% -$60.7K 0.04% 339
2017
Q2 		$603K Sell
4,385
-28,977
-87% -$3.98M 0.06% 297
2017
Q1 		$4.56M Sell
33,362
-5,559
-14% -$707K 0.4% 79
2016
Q4 		$4.6M Sell
38,921
-634
-2% -$77.5K 0.36% 96
2016
Q3 		$5.32M Buy
+39,555
New +$5.24M 0.34% 98

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Virtus Investment Advisers's EFX Position: Q1 2018 in Review

Virtus Investment Advisers sold out of Equifax (EFX) in Q1 2018, closing a stake of 2,663 shares — an estimated $314K sold.

Virtus Investment Advisers first reported a position in EFX in Q3 2016 and held it in 6 quarters. The position peaked at $5.32M in Q3 2016. 522 funds tracked by Wall St. Rank hold EFX as of Q1 2018.

  • Virtus Investment Advisers reported no remaining Equifax position as of Q1 2018 after selling out during the quarter.
  • Virtus Investment Advisers sold 2,663 Equifax shares in Q1 2018, an estimated $314K.
  • Virtus Investment Advisers first reported a position in Equifax in Q3 2016 and held it in 6 quarters.
  • Virtus Investment Advisers's Equifax position peaked at $5.32M in Q3 2016.
  • 522 funds tracked by Wall St. Rank held Equifax as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.