CWM
EFX icon

Confluence Wealth Management’s Equifax EFX Stock Holding History

Confluence 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
2017
Q1 		– Sell
-2,439
Closed -$288K – 130
2016
Q4 		$288K Sell
2,439
-3,393
-58% -$415K 0.14% 112
2016
Q3 		$785K Buy
5,832
+50
+0.9% +$6.63K 0.38% 64
2016
Q2 		$742K Sell
5,782
-1,848
-24% -$224K 0.37% 66
2016
Q1 		$872K Buy
7,630
+1,710
+29% +$180K 0.4% 61
2015
Q4 		$659K Buy
+5,920
New +$640K 0.32% 75

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
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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Confluence Wealth Management's EFX Position: Q1 2017 in Review

Confluence Wealth Management sold out of Equifax (EFX) in Q1 2017, closing a stake of 2,439 shares — an estimated $288K sold.

Confluence Wealth Management first reported a position in EFX in Q4 2015 and held it in 5 quarters. The position peaked at $872K in Q1 2016. 569 funds tracked by Wall St. Rank hold EFX as of Q1 2017.

  • Confluence Wealth Management reported no remaining Equifax position as of Q1 2017 after selling out during the quarter.
  • Confluence Wealth Management sold 2,439 Equifax shares in Q1 2017, an estimated $288K.
  • Confluence Wealth Management first reported a position in Equifax in Q4 2015 and held it in 5 quarters.
  • Confluence Wealth Management's Equifax position peaked at $872K in Q1 2016.
  • 569 funds tracked by Wall St. Rank held Equifax as of Q1 2017.

Based on Confluence Wealth Management's 13F filing for Q1 2017, filed 2 May 2017.