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IHT Wealth Management’s Equifax EFX Stock Holding History

IHT 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
2018
Q2 		– Sell
-132
Closed -$15K – 678
2018
Q1 		$15K Buy
132
+41
+45% +$4.92K ﹤0.01% 1065
2017
Q4 		$11K Buy
91
+84
+1,200% +$9.44K ﹤0.01% 1166
2017
Q3 		$1K Sell
7
-188
-96% -$24.9K ﹤0.01% 1296
2017
Q2 		$36 Hold
195
– – 0.02% 599
2017
Q1 		$27K Hold
195
– – 0.02% 564
2016
Q4 		$23K Buy
+195
New +$23.8K 0.02% 584

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

IHT Wealth Management's EFX Position: Q2 2018 in Review

IHT Wealth Management sold out of Equifax (EFX) in Q2 2018, closing a stake of 132 shares — an estimated $15K sold.

IHT Wealth Management first reported a position in EFX in Q4 2016 and held it in 6 quarters. The position peaked at $27K in Q1 2017. 522 funds tracked by Wall St. Rank hold EFX as of Q2 2018.

  • IHT Wealth Management reported no remaining Equifax position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 132 Equifax shares in Q2 2018, an estimated $15K.
  • IHT Wealth Management first reported a position in Equifax in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Equifax position peaked at $27K in Q1 2017.
  • 522 funds tracked by Wall St. Rank held Equifax as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.