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Wilmington Funds Management’s Equifax EFX Stock Holding History

Wilmington Funds 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
Q2 		$295K Buy
+4,060
New +$285K 0.03% 535
2013
Q4 		– Sell
-4,060
Closed -$243K – 796
2013
Q3 		$243K Hold
4,060
– – 0.02% 631
2013
Q2 		$239K Buy
+4,060
New +$245K 0.02% 599

Other funds holding EFX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Wilmington Funds Management's EFX Position: Q2 2014 in Review

Wilmington Funds Management opened a new position in Equifax (EFX) in Q2 2014: 4,060 shares worth $295K. The stake represents 0.03% of the portfolio and ranks #535 among its holdings. This is a return to the name: Wilmington Funds Management previously reported a position in EFX as recently as Q3 2013.

Wilmington Funds Management first reported a position in EFX in Q2 2013 and has held it in 3 quarters since. 406 funds tracked by Wall St. Rank hold EFX as of Q2 2014.

  • Wilmington Funds Management held 4,060 shares of Equifax worth $295K as of Q2 2014.
  • Equifax was a new Wilmington Funds Management position in Q2 2014.
  • Equifax made up 0.03% of Wilmington Funds Management's portfolio in Q2 2014, its #535 holding.
  • Wilmington Funds Management first reported a position in Equifax in Q2 2013 and has held it in 3 quarters since.
  • 406 funds tracked by Wall St. Rank held Equifax as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.