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Founders Financial Securities’s Equifax EFX Stock Holding History

Founders Financial Securities’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
2019
Q1 		– Sell
-2,946
Closed -$274K – 118
2018
Q4 		$274K Hold
2,946
– – 0.1% 92
2018
Q3 		$385K Hold
2,946
– – 0.11% 87
2018
Q2 		$369K Buy
+2,946
New +$349K 0.11% 85

Other funds holding EFX

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Founders Financial Securities's EFX Position: Q1 2019 in Review

Founders Financial Securities sold out of Equifax (EFX) in Q1 2019, closing a stake of 2,946 shares — an estimated $274K sold.

Founders Financial Securities first reported a position in EFX in Q2 2018 and held it in 3 quarters. The position peaked at $385K in Q3 2018. 488 funds tracked by Wall St. Rank hold EFX as of Q1 2019.

  • Founders Financial Securities reported no remaining Equifax position as of Q1 2019 after selling out during the quarter.
  • Founders Financial Securities sold 2,946 Equifax shares in Q1 2019, an estimated $274K.
  • Founders Financial Securities first reported a position in Equifax in Q2 2018 and held it in 3 quarters.
  • Founders Financial Securities's Equifax position peaked at $385K in Q3 2018.
  • 488 funds tracked by Wall St. Rank held Equifax as of Q1 2019.

Based on Founders Financial Securities's 13F filing for Q1 2019, filed 25 Apr 2019.