EA
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Edge Advisors’s Equifax EFX Stock Holding History

Edge 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
2018
Q2 		$125K Hold
1,000
– – 0.01% 372
2018
Q1 		$117K Hold
1,000
– – 0.01% 387
2017
Q4 		$117K Hold
1,000
– – 0.01% 374
2017
Q3 		$105K Hold
1,000
– – 0.01% 380
2017
Q2 		$137K Hold
1,000
– – 0.02% 347
2017
Q1 		$136K Hold
1,000
– – 0.02% 361
2016
Q4 		$118K Buy
+1,000
New +$122K 0.02% 354

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Edge Advisors's EFX Position: Q2 2018 in Review

Edge Advisors held its Equifax (EFX) position steady in Q2 2018 at 1,000 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #372.

Edge Advisors first reported a position in EFX in Q4 2016 and has held it in 7 quarters since. The position peaked at $137K in Q2 2017. 522 funds tracked by Wall St. Rank hold EFX as of Q2 2018.

  • Edge Advisors held 1,000 shares of Equifax worth $125K as of Q2 2018.
  • Edge Advisors left its Equifax share count unchanged in Q2 2018.
  • Equifax made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #372 holding.
  • Edge Advisors first reported a position in Equifax in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Equifax position peaked at $137K in Q2 2017.
  • 522 funds tracked by Wall St. Rank held Equifax as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.