JFA
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JNBA Financial Advisors’s Equifax EFX Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-3,834
Closed -$516K – 725
2016
Q3 		$516K Buy
+3,834
New +$508K 0.08% 92

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
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BFA
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FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

JNBA Financial Advisors's EFX Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Equifax (EFX) in Q4 2016, closing a stake of 3,834 shares — an estimated $516K sold.

JNBA Financial Advisors first reported a position in EFX in Q3 2016 and held it in 1 quarter. The position peaked at $516K in Q3 2016. 593 funds tracked by Wall St. Rank hold EFX as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Equifax position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 3,834 Equifax shares in Q4 2016, an estimated $516K.
  • JNBA Financial Advisors first reported a position in Equifax in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Equifax position peaked at $516K in Q3 2016.
  • 593 funds tracked by Wall St. Rank held Equifax as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.