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Wilmington Trust Investment Management’s Equifax EFX Stock Holding History

Wilmington Trust Investment 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 		– Sell
-3,260
Closed -$222K – 381
2014
Q1 		$222K Hold
3,260
– – 0.04% 348
2013
Q4 		$225K Buy
+3,260
New +$212K 0.04% 355

Other funds holding EFX

Wellington Management Group
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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 $609B AUM 40.19% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Wilmington Trust Investment Management's EFX Position: Q2 2014 in Review

Wilmington Trust Investment Management sold out of Equifax (EFX) in Q2 2014, closing a stake of 3,260 shares — an estimated $222K sold.

Wilmington Trust Investment Management first reported a position in EFX in Q4 2013 and held it in 2 quarters. The position peaked at $225K in Q4 2013. 406 funds tracked by Wall St. Rank hold EFX as of Q2 2014.

  • Wilmington Trust Investment Management reported no remaining Equifax position as of Q2 2014 after selling out during the quarter.
  • Wilmington Trust Investment Management sold 3,260 Equifax shares in Q2 2014, an estimated $222K.
  • Wilmington Trust Investment Management first reported a position in Equifax in Q4 2013 and held it in 2 quarters.
  • Wilmington Trust Investment Management's Equifax position peaked at $225K in Q4 2013.
  • 406 funds tracked by Wall St. Rank held Equifax as of Q2 2014.

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