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Kelman-Lazarov Inc’s Equifax EFX Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-780
Closed -$92.2K – 141
2016
Q4 		$92.2K Sell
780
-220
-22% -$26.9K 0.05% 144
2016
Q3 		$133K Hold
1,000
– – 0.08% 125
2016
Q2 		$128K Hold
1,000
– – 0.07% 131
2016
Q1 		$117K Buy
+1,000
New +$105K 0.07% 142

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BlackRock
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Kelman-Lazarov Inc's EFX Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Equifax (EFX) in Q1 2017, closing a stake of 780 shares — an estimated $92.2K sold.

Kelman-Lazarov Inc first reported a position in EFX in Q1 2016 and held it in 4 quarters. The position peaked at $133K in Q3 2016. 569 funds tracked by Wall St. Rank hold EFX as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Equifax position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 780 Equifax shares in Q1 2017, an estimated $92.2K.
  • Kelman-Lazarov Inc first reported a position in Equifax in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Equifax position peaked at $133K in Q3 2016.
  • 569 funds tracked by Wall St. Rank held Equifax as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.