Eads & Heald Wealth Management’s Equifax EFX Stock Holding History

Eads & Heald 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 Q3	–	Sell	-1,565	Closed	-$215K	–	131
2017 Q2	$215K	Sell	1,565 -50	-3%	-$6.86K	0.14%	122
2017 Q1	$221K	Buy	+1,615	New	+$205K	0.14%	122
2016 Q4	–	Sell	-1,615	Closed	-$217K	–	133
2016 Q3	$217K	Sell	1,615 -15	-0.9%	-$1.99K	0.15%	123
2016 Q2	$209K	Sell	1,630 -165	-9%	-$20K	0.14%	124
2016 Q1	$205K	Sell	1,795 -105	-6%	-$11K	0.14%	126
2015 Q4	$212K	Buy	+1,900	New	+$205K	0.15%	126
2015 Q2	–	Sell	-2,325	Closed	-$216K	–	135
2015 Q1	$216K	Buy	+2,325	New	+$206K	0.14%	127

Other funds holding EFX

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Eads & Heald Wealth Management's EFX Position: Q3 2017 in Review

Eads & Heald Wealth Management sold out of Equifax (EFX) in Q3 2017, closing a stake of 1,565 shares — an estimated $215K sold.

Eads & Heald Wealth Management first reported a position in EFX in Q1 2015 and held it in 7 quarters. The position peaked at $221K in Q1 2017. 519 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

Eads & Heald Wealth Management reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
Eads & Heald Wealth Management sold 1,565 Equifax shares in Q3 2017, an estimated $215K.
Eads & Heald Wealth Management first reported a position in Equifax in Q1 2015 and held it in 7 quarters.
Eads & Heald Wealth Management's Equifax position peaked at $221K in Q1 2017.
519 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2017, filed 27 Oct 2017.