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Legacy Private Trust’s Equifax EFX Stock Holding History

Legacy Private Trust’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
Q4 		– Sell
-19,290
Closed -$2.04M – 235
2017
Q3 		$2.04M Sell
19,290
-19,509
-50% -$2.58M 0.25% 86
2017
Q2 		$5.33M Buy
38,799
+5,255
+16% +$721K 0.67% 37
2017
Q1 		$4.59M Buy
33,544
+10,804
+48% +$1.37M 0.59% 49
2016
Q4 		$2.69M Sell
22,740
-4,268
-16% -$522K 0.37% 81
2016
Q3 		$3.63M Buy
27,008
+1,310
+5% +$174K 0.49% 55
2016
Q2 		$3.3M Buy
25,698
+4,542
+21% +$550K 0.48% 61
2016
Q1 		$2.42M Buy
21,156
+7,446
+54% +$783K 0.36% 79
2015
Q4 		$1.53M Buy
+13,710
New +$1.48M 0.23% 105

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Legacy Private Trust's EFX Position: Q4 2017 in Review

Legacy Private Trust sold out of Equifax (EFX) in Q4 2017, closing a stake of 19,290 shares — an estimated $2.04M sold.

Legacy Private Trust first reported a position in EFX in Q4 2015 and held it in 8 quarters. The position peaked at $5.33M in Q2 2017. 528 funds tracked by Wall St. Rank hold EFX as of Q4 2017.

  • Legacy Private Trust reported no remaining Equifax position as of Q4 2017 after selling out during the quarter.
  • Legacy Private Trust sold 19,290 Equifax shares in Q4 2017, an estimated $2.04M.
  • Legacy Private Trust first reported a position in Equifax in Q4 2015 and held it in 8 quarters.
  • Legacy Private Trust's Equifax position peaked at $5.33M in Q2 2017.
  • 528 funds tracked by Wall St. Rank held Equifax as of Q4 2017.

Based on Legacy Private Trust's 13F filing for Q4 2017, filed 16 Jan 2018.