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Wilmington Trust’s Equifax EFX Stock Holding History

Wilmington Trust’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 		$649K Sell
8,945
-5,154
-37% -$362K 0.01% 469
2014
Q1 		$960K Sell
14,099
-523
-4% -$36.6K 0.02% 383
2013
Q4 		$1.01M Sell
14,622
-36
-0.2% -$2.34K 0.02% 371
2013
Q3 		$877K Sell
14,658
-234
-2% -$14.4K 0.02% 379
2013
Q2 		$878K Buy
+14,892
New +$898K 0.02% 347

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 Trust's EFX Position: Q2 2014 in Review

Wilmington Trust reduced its Equifax (EFX) stake by 37% in Q2 2014, selling an estimated $362K and leaving 8,945 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #469.

Wilmington Trust first reported a position in EFX in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.01M in Q4 2013. 406 funds tracked by Wall St. Rank hold EFX as of Q2 2014.

  • Wilmington Trust held 8,945 shares of Equifax worth $649K as of Q2 2014.
  • Wilmington Trust sold 5,154 Equifax shares in Q2 2014, an estimated $362K.
  • Equifax made up 0.01% of Wilmington Trust's portfolio in Q2 2014, its #469 holding.
  • Wilmington Trust first reported a position in Equifax in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's Equifax position peaked at $1.01M in Q4 2013.
  • 406 funds tracked by Wall St. Rank held Equifax as of Q2 2014.

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