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VSR Financial Services’s Equifax EFX Stock Holding History

VSR Financial Services’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
2016
Q2 		$290K Buy
2,255
+449
+25% +$54.4K 0.05% 376
2016
Q1 		$206K Sell
1,806
-737
-29% -$77.5K 0.02% 510
2015
Q4 		$283K Buy
+2,543
New +$275K 0.03% 443

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

VSR Financial Services's EFX Position: Q2 2016 in Review

VSR Financial Services increased its Equifax (EFX) stake by 25% in Q2 2016, buying an estimated $54.4K and bringing the position to 2,255 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #376.

VSR Financial Services first reported a position in EFX in Q4 2015 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold EFX as of Q2 2016.

  • VSR Financial Services held 2,255 shares of Equifax worth $290K as of Q2 2016.
  • VSR Financial Services bought 449 Equifax shares in Q2 2016, an estimated $54.4K.
  • Equifax made up 0.05% of VSR Financial Services's portfolio in Q2 2016, its #376 holding.
  • VSR Financial Services first reported a position in Equifax in Q4 2015 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held Equifax as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.