Wall Street Associates’s Equifax EFX Stock Holding History

Wall Street Associates’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 Q4	$449K	Sell	3,800 -8	-0.2%	-$978	0.3%	112
2016 Q3	$512K	Hold	3,808	–	–	0.17%	127
2016 Q2	$489K	Hold	3,808	–	–	0.2%	125
2016 Q1	$435K	Hold	3,808	–	–	0.18%	133
2015 Q4	$424K	Hold	3,808	–	–	0.12%	220
2015 Q3	$370K	Sell	3,808 -2,908	-43%	-$289K	0.07%	252
2015 Q2	$652K	Buy	6,716 +1,404	+26%	+$137K	0.06%	248
2015 Q1	$494K	Buy	+5,312	New	+$471K	0.05%	271

Other funds holding EFX

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BIT

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Wall Street Associates's EFX Position: Q4 2016 in Review

Wall Street Associates reduced its Equifax (EFX) stake by 0.21% in Q4 2016, selling an estimated $978 and leaving 3,800 shares worth $449K. The position accounts for 0.3% of the portfolio, ranked #112.

Wall Street Associates first reported a position in EFX in Q1 2015 and has held it in 8 quarters since. The position peaked at $652K in Q2 2015. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

Wall Street Associates held 3,800 shares of Equifax worth $449K as of Q4 2016.
Wall Street Associates sold 8 Equifax shares in Q4 2016, an estimated $978.
Equifax made up 0.3% of Wall Street Associates's portfolio in Q4 2016, its #112 holding.
Wall Street Associates first reported a position in Equifax in Q1 2015 and has held it in 8 quarters since.
Wall Street Associates's Equifax position peaked at $652K in Q2 2015.
593 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on Wall Street Associates's 13F filing for Q4 2016, filed 18 Jan 2017.