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Avitas Wealth Management’s Equifax EFX Stock Holding History

Avitas Wealth 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
2018
Q4 		– Sell
-5,882
Closed -$768K – 158
2018
Q3 		$768K Buy
5,882
+560
+11% +$73K 0.22% 125
2018
Q2 		$666K Buy
+5,322
New +$631K 0.21% 130

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Avitas Wealth Management's EFX Position: Q4 2018 in Review

Avitas Wealth Management sold out of Equifax (EFX) in Q4 2018, closing a stake of 5,882 shares — an estimated $768K sold.

Avitas Wealth Management first reported a position in EFX in Q2 2018 and held it in 2 quarters. The position peaked at $768K in Q3 2018. 471 funds tracked by Wall St. Rank hold EFX as of Q4 2018.

  • Avitas Wealth Management reported no remaining Equifax position as of Q4 2018 after selling out during the quarter.
  • Avitas Wealth Management sold 5,882 Equifax shares in Q4 2018, an estimated $768K.
  • Avitas Wealth Management first reported a position in Equifax in Q2 2018 and held it in 2 quarters.
  • Avitas Wealth Management's Equifax position peaked at $768K in Q3 2018.
  • 471 funds tracked by Wall St. Rank held Equifax as of Q4 2018.

Based on Avitas Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.