First Allied Advisory Services’s Equifax EFX Stock Holding History

First Allied Advisory Services’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
2020 Q3	$456K	Buy	2,909 +331	+13%	+$54.2K	0.02%	743
2020 Q2	$443K	Buy	2,578 +50	+2%	+$7.41K	0.02%	693
2020 Q1	$302K	Buy	2,528 +472	+23%	+$68.7K	0.01%	755
2019 Q4	$292K	Buy	2,056 +198	+11%	+$27.4K	0.01%	942
2019 Q3	$264K	Buy	1,858 +293	+19%	+$41.3K	0.01%	960
2019 Q2	$212K	Buy	+1,565	New	+$196K	0.01%	1065
2017 Q1	–	Sell	-2,319	Closed	-$274K	–	1110
2016 Q4	$274K	Buy	2,319 +389	+20%	+$47.5K	0.01%	824
2016 Q3	$260K	Sell	1,930 -591	-23%	-$78.4K	0.01%	811
2016 Q2	$324K	Buy	2,521 +132	+6%	+$16K	0.02%	714
2016 Q1	$271K	Sell	2,389 -82	-3%	-$8.63K	0.02%	777
2015 Q4	$276K	Buy	+2,471	New	+$267K	0.01%	818

Other funds holding EFX

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

First Allied Advisory Services's EFX Position: Q3 2020 in Review

First Allied Advisory Services increased its Equifax (EFX) stake by 13% in Q3 2020, buying an estimated $54.2K and bringing the position to 2,909 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #743.

First Allied Advisory Services first reported a position in EFX in Q4 2015 and has held it in 11 quarters since. 554 funds tracked by Wall St. Rank hold EFX as of Q3 2020.

First Allied Advisory Services held 2,909 shares of Equifax worth $456K as of Q3 2020.
First Allied Advisory Services bought 331 Equifax shares in Q3 2020, an estimated $54.2K.
Equifax made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #743 holding.
First Allied Advisory Services first reported a position in Equifax in Q4 2015 and has held it in 11 quarters since.
554 funds tracked by Wall St. Rank held Equifax as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.