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FineMark National Bank & Trust’s Equifax EFX Stock Holding History

FineMark National Bank & Trust’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
Q4 		– Sell
-1,600
Closed -$209K – 341
2018
Q3 		$209K Hold
1,600
– – 0.01% 307
2018
Q2 		$200K Buy
+1,600
New +$190K 0.01% 387
2017
Q3 		– Sell
-4,337
Closed -$596K – 374
2017
Q2 		$596K Buy
4,337
+27
+0.6% +$3.71K 0.04% 201
2017
Q1 		$589K Hold
4,310
– – 0.04% 201
2016
Q4 		$510K Buy
4,310
+200
+5% +$24.4K 0.04% 213
2016
Q3 		$553K Buy
4,110
+1,400
+52% +$186K 0.06% 200
2016
Q2 		$348K Hold
2,710
– – 0.04% 249
2016
Q1 		$310K Buy
2,710
+100
+4% +$10.5K 0.04% 255
2015
Q4 		$291K Buy
2,610
+100
+4% +$10.8K 0.03% 262
2015
Q3 		$244K Buy
2,510
+850
+51% +$84.4K 0.03% 303
2015
Q2 		$161K Buy
1,660
+50
+3% +$4.88K 0.02% 377
2015
Q1 		$150K Sell
1,610
-200
-11% -$17.7K 0.02% 397
2014
Q4 		$146K Buy
1,810
+1,310
+262% +$101K 0.02% 412
2014
Q3 		$37K Hold
500
– – 0.01% 716
2014
Q2 		$36K Hold
500
– – 0.01% 719
2014
Q1 		$34K Hold
500
– – 0.01% 713
2013
Q4 		$35K Hold
500
– – 0.01% 674
2013
Q3 		$30K Sell
500
-46
-8% -$2.83K 0.01% 683
2013
Q2 		$32K Buy
+546
New +$32.9K 0.01% 657

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

FineMark National Bank & Trust's EFX Position: Q4 2018 in Review

FineMark National Bank & Trust sold out of Equifax (EFX) in Q4 2018, closing a stake of 1,600 shares — an estimated $209K sold.

FineMark National Bank & Trust first reported a position in EFX in Q2 2013 and held it in 19 quarters. The position peaked at $596K in Q2 2017. 471 funds tracked by Wall St. Rank hold EFX as of Q4 2018.

  • FineMark National Bank & Trust reported no remaining Equifax position as of Q4 2018 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,600 Equifax shares in Q4 2018, an estimated $209K.
  • FineMark National Bank & Trust first reported a position in Equifax in Q2 2013 and held it in 19 quarters.
  • FineMark National Bank & Trust's Equifax position peaked at $596K in Q2 2017.
  • 471 funds tracked by Wall St. Rank held Equifax as of Q4 2018.

Based on FineMark National Bank & Trust's 13F filing for Q4 2018, filed 7 Feb 2019.