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Alera Investment Advisors’s Equifax EFX Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-8
Closed -$1K – 344
2019
Q1 		$1K Hold
8
– – ﹤0.01% 940
2018
Q4 		$1K Buy
+8
New +$851 ﹤0.01% 891

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Massachusetts Financial Services
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alera Investment Advisors's EFX Position: Q2 2019 in Review

Alera Investment Advisors sold out of Equifax (EFX) in Q2 2019, closing a stake of 8 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in EFX in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 507 funds tracked by Wall St. Rank hold EFX as of Q2 2019.

  • Alera Investment Advisors reported no remaining Equifax position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 8 Equifax shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Equifax in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Equifax position peaked at $1K in Q1 2019.
  • 507 funds tracked by Wall St. Rank held Equifax as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.