Calton & Associates’s Equifax EFX Stock Holding History

Calton & Associates’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 Q1	–	Sell	-407	Closed	-$50K	–	587
2017 Q4	$50K	Buy	+407	New	+$45.8K	0.01%	684

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Calton & Associates's EFX Position: Q1 2018 in Review

Calton & Associates sold out of Equifax (EFX) in Q1 2018, closing a stake of 407 shares — an estimated $50K sold.

Calton & Associates first reported a position in EFX in Q4 2017 and held it in 1 quarter. The position peaked at $50K in Q4 2017. 522 funds tracked by Wall St. Rank hold EFX as of Q1 2018.

Calton & Associates reported no remaining Equifax position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 407 Equifax shares in Q1 2018, an estimated $50K.
Calton & Associates first reported a position in Equifax in Q4 2017 and held it in 1 quarter.
Calton & Associates's Equifax position peaked at $50K in Q4 2017.
522 funds tracked by Wall St. Rank held Equifax as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.