BSWMG
EFX icon

Barrington Strategic Wealth Management Group’s Equifax EFX Stock Holding History

Barrington Strategic Wealth Management Group’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
2017
Q3 		$1.42M Sell
13,376
-30
-0.2% -$3.97K 0.72% 36
2017
Q2 		$1.84M Sell
13,406
-512
-4% -$70.3K 0.94% 29
2017
Q1 		$1.9M Sell
13,918
-195
-1% -$24.8K 0.99% 28
2016
Q4 		$1.67M Sell
14,113
-97
-0.7% -$11.9K 0.9% 31
2016
Q3 		$1.91M Sell
14,210
-172
-1% -$22.8K 1.08% 23
2016
Q2 		$1.85M Sell
14,382
-405
-3% -$49.1K 1.06% 25
2016
Q1 		$1.69M Sell
14,787
-665
-4% -$70K 0.98% 27
2015
Q4 		$1.72M Sell
15,452
-98
-0.6% -$10.6K 1.01% 29
2015
Q3 		$1.51M Sell
15,550
-180
-1% -$17.9K 0.96% 33
2015
Q2 		$1.53M Buy
15,730
+105
+0.7% +$10.2K 0.92% 36
2015
Q1 		$1.45M Buy
15,625
+45
+0.3% +$3.99K 0.89% 38
2014
Q4 		$1.26M Buy
15,580
+195
+1% +$15.1K 0.81% 42
2014
Q3 		$1.15M Sell
15,385
-325
-2% -$24.7K 0.75% 46
2014
Q2 		$1.14M Sell
15,710
-248
-2% -$17.4K 0.73% 51
2014
Q1 		$1.09M Buy
15,958
+658
+4% +$46K 0.71% 50
2013
Q4 		$1.06M Buy
+15,300
New +$995K 0.7% 47

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Barrington Strategic Wealth Management Group's EFX Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its Equifax (EFX) stake by 0.22% in Q3 2017, selling an estimated $3.97K and leaving 13,376 shares worth $1.42M. The position accounts for 0.72% of the portfolio, ranked #36.

Barrington Strategic Wealth Management Group first reported a position in EFX in Q4 2013 and has held it in 16 quarters since. The position peaked at $1.91M in Q3 2016. 519 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 13,376 shares of Equifax worth $1.42M as of Q3 2017.
  • Barrington Strategic Wealth Management Group sold 30 Equifax shares in Q3 2017, an estimated $3.97K.
  • Equifax made up 0.72% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #36 holding.
  • Barrington Strategic Wealth Management Group first reported a position in Equifax in Q4 2013 and has held it in 16 quarters since.
  • Barrington Strategic Wealth Management Group's Equifax position peaked at $1.91M in Q3 2016.
  • 519 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.