Westport Resources Management’s Equifax EFX Stock Holding History

Westport Resources 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
2016 Q1	–	Sell	-150	Closed	-$17K	–	751
2015 Q4	$17K	Sell	150 -432	-74%	-$46.7K	0.01%	636
2015 Q3	$57K	Hold	582	–	–	0.02%	438
2015 Q2	$57K	Hold	582	–	–	0.02%	467
2015 Q1	$54K	Hold	582	–	–	0.01%	502
2014 Q4	$47K	Hold	582	–	–	0.01%	553
2014 Q3	$43K	Hold	582	–	–	0.01%	572
2014 Q2	$42K	Hold	582	–	–	0.01%	577
2014 Q1	$40K	Hold	582	–	–	0.01%	609
2013 Q4	$40K	Hold	582	–	–	0.01%	621
2013 Q3	$35K	Hold	582	–	–	0.01%	609
2013 Q2	$34K	Buy	+582	New	+$35.1K	0.01%	591

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

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

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

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

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

BIT

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westport Resources Management's EFX Position: Q1 2016 in Review

Westport Resources Management sold out of Equifax (EFX) in Q1 2016, closing a stake of 150 shares — an estimated $17K sold.

Westport Resources Management first reported a position in EFX in Q2 2013 and held it in 11 quarters. The position peaked at $57K in Q3 2015. 554 funds tracked by Wall St. Rank hold EFX as of Q1 2016.

Westport Resources Management reported no remaining Equifax position as of Q1 2016 after selling out during the quarter.
Westport Resources Management sold 150 Equifax shares in Q1 2016, an estimated $17K.
Westport Resources Management first reported a position in Equifax in Q2 2013 and held it in 11 quarters.
Westport Resources Management's Equifax position peaked at $57K in Q3 2015.
554 funds tracked by Wall St. Rank held Equifax as of Q1 2016.

Based on Westport Resources Management's 13F filing for Q1 2016, filed 16 May 2016.