VAM
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Visionary Asset Management’s Equifax EFX Stock Holding History

Visionary Asset Management’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 		– Sell
-48
Closed -$3K – 190
2014
Q2 		$3K Buy
+48
New +$3.37K ﹤0.01% 354

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Vanguard Group
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
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

Visionary Asset Management's EFX Position: Q3 2014 in Review

Visionary Asset Management sold out of Equifax (EFX) in Q3 2014, closing a stake of 48 shares — an estimated $3K sold.

Visionary Asset Management first reported a position in EFX in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 422 funds tracked by Wall St. Rank hold EFX as of Q3 2014.

  • Visionary Asset Management reported no remaining Equifax position as of Q3 2014 after selling out during the quarter.
  • Visionary Asset Management sold 48 Equifax shares in Q3 2014, an estimated $3K.
  • Visionary Asset Management first reported a position in Equifax in Q2 2014 and held it in 1 quarter.
  • Visionary Asset Management's Equifax position peaked at $3K in Q2 2014.
  • 422 funds tracked by Wall St. Rank held Equifax as of Q3 2014.

Based on Visionary Asset Management's 13F filing for Q3 2014, filed 30 Oct 2014.