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LPT
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
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1-Year Est. Return
Wellington Management Group
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$535B AUM
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$35.7B AUM
21.3%
1-Year Est. Return
O
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New York
$80.4B AUM
15.1%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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