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Genesis Wealth Advisors’s Equifax EFX Stock Holding History

Genesis Wealth 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
2015
Q2 		$4.85K Hold
50
– – ﹤0.01% 414
2015
Q1 		$4.65K Hold
50
– – ﹤0.01% 394
2014
Q4 		$4.65K Buy
+50
New +$3.87K ﹤0.01% 422

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Genesis Wealth Advisors's EFX Position: Q2 2015 in Review

Genesis Wealth Advisors held its Equifax (EFX) position steady in Q2 2015 at 50 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Genesis Wealth Advisors first reported a position in EFX in Q4 2014 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold EFX as of Q2 2015.

  • Genesis Wealth Advisors held 50 shares of Equifax worth $4.85K as of Q2 2015.
  • Genesis Wealth Advisors left its Equifax share count unchanged in Q2 2015.
  • Equifax made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #414 holding.
  • Genesis Wealth Advisors first reported a position in Equifax in Q4 2014 and has held it in 3 quarters since.
  • 473 funds tracked by Wall St. Rank held Equifax as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.