Financial Architects (New Jersey)’s Equifax EFX Stock Holding History

Financial Architects (New Jersey)’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	–	Sell	-40	Closed	-$5K	–	1370
2018 Q1	$5K	Buy	+40	New	+$4.8K	﹤0.01%	1219
2016 Q4	–	Sell	-1,043	Closed	-$141K	–	1416
2016 Q3	$141K	Sell	1,043 -111	-10%	-$14.7K	0.04%	322
2016 Q2	$149K	Buy	1,154 +1,076	+1,379%	+$130K	0.04%	299
2016 Q1	$9K	Buy	+78	New	+$8.21K	﹤0.01%	773

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

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

IFP

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Financial Architects (New Jersey)'s EFX Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of Equifax (EFX) in Q2 2018, closing a stake of 40 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in EFX in Q1 2016 and held it in 4 quarters. The position peaked at $149K in Q2 2016. 522 funds tracked by Wall St. Rank hold EFX as of Q2 2018.

Financial Architects (New Jersey) reported no remaining Equifax position as of Q2 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 40 Equifax shares in Q2 2018, an estimated $5K.
Financial Architects (New Jersey) first reported a position in Equifax in Q1 2016 and held it in 4 quarters.
Financial Architects (New Jersey)'s Equifax position peaked at $149K in Q2 2016.
522 funds tracked by Wall St. Rank held Equifax as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.