Claro Advisors’s Equifax EFX Stock Holding History

Claro 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 Q1	–	Sell	-118	Closed	-$15K	–	374
2018 Q4	$15K	Buy	+118	New	+$12.6K	0.01%	600

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

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

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

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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Claro Advisors's EFX Position: Q1 2019 in Review

Claro Advisors sold out of Equifax (EFX) in Q1 2019, closing a stake of 118 shares — an estimated $15K sold.

Claro Advisors first reported a position in EFX in Q4 2018 and held it in 1 quarter. The position peaked at $15K in Q4 2018. 488 funds tracked by Wall St. Rank hold EFX as of Q1 2019.

Claro Advisors reported no remaining Equifax position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 118 Equifax shares in Q1 2019, an estimated $15K.
Claro Advisors first reported a position in Equifax in Q4 2018 and held it in 1 quarter.
Claro Advisors's Equifax position peaked at $15K in Q4 2018.
488 funds tracked by Wall St. Rank held Equifax as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.