GWM
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Gupta Wealth Management’s Equifax EFX Stock Holding History

Gupta Wealth Management’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
2016
Q1 		– Sell
-91
Closed -$10K – 1179
2015
Q4 		$10K Buy
+91
New +$9.83K ﹤0.01% 879

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gupta Wealth Management's EFX Position: Q1 2016 in Review

Gupta Wealth Management sold out of Equifax (EFX) in Q1 2016, closing a stake of 91 shares — an estimated $10K sold.

Gupta Wealth Management first reported a position in EFX in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 554 funds tracked by Wall St. Rank hold EFX as of Q1 2016.

  • Gupta Wealth Management reported no remaining Equifax position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 91 Equifax shares in Q1 2016, an estimated $10K.
  • Gupta Wealth Management first reported a position in Equifax in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Equifax position peaked at $10K in Q4 2015.
  • 554 funds tracked by Wall St. Rank held Equifax as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.