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McKinley Carter Wealth Services’s Equifax EFX Stock Holding History

McKinley Carter Wealth Services’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
-50
Closed -$6K – 229
2018
Q1 		$6K Buy
+50
New +$6K ﹤0.01% 399
2017
Q3 		– Sell
-18,845
Closed -$2.59M – 148
2017
Q2 		$2.59M Sell
18,845
-187
-1% -$25.7K 1.15% 22
2017
Q1 		$2.6M Buy
19,032
+1,235
+7% +$157K 1.21% 20
2016
Q4 		$2.1M Sell
17,797
-403
-2% -$49.3K 1.06% 32
2016
Q3 		$2.45M Buy
18,200
+243
+1% +$32.2K 1.26% 20
2016
Q2 		$2.31M Buy
17,957
+2,025
+13% +$245K 1.2% 27
2016
Q1 		$1.82M Buy
15,932
+686
+4% +$72.2K 1.01% 32
2015
Q4 		$1.7M Buy
+15,246
New +$1.65M 0.97% 39

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

McKinley Carter Wealth Services's EFX Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Equifax (EFX) in Q2 2018, closing a stake of 50 shares — an estimated $6K sold.

McKinley Carter Wealth Services first reported a position in EFX in Q4 2015 and held it in 8 quarters. The position peaked at $2.6M in Q1 2017. 522 funds tracked by Wall St. Rank hold EFX as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Equifax position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 50 Equifax shares in Q2 2018, an estimated $6K.
  • McKinley Carter Wealth Services first reported a position in Equifax in Q4 2015 and held it in 8 quarters.
  • McKinley Carter Wealth Services's Equifax position peaked at $2.6M in Q1 2017.
  • 522 funds tracked by Wall St. Rank held Equifax as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.