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Allegis Investment Advisors’s Equifax EFX Stock Holding History

Allegis 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
2016
Q1 		– Sell
-74
Closed -$8K – 370
2015
Q4 		$8K Buy
+74
New +$7.99K ﹤0.01% 721

Other funds holding EFX

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allegis Investment Advisors's EFX Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Equifax (EFX) in Q1 2016, closing a stake of 74 shares — an estimated $8K sold.

Allegis Investment Advisors first reported a position in EFX in Q4 2015 and held it in 1 quarter. The position peaked at $8K in Q4 2015. 553 funds tracked by Wall St. Rank hold EFX as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Equifax position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 74 Equifax shares in Q1 2016, an estimated $8K.
  • Allegis Investment Advisors first reported a position in Equifax in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Equifax position peaked at $8K in Q4 2015.
  • 553 funds tracked by Wall St. Rank held Equifax as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.