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Measured Wealth Private Client Group’s Equifax EFX Stock Holding History

Measured Wealth Private Client Group’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
2020
Q2 		– Sell
-30,321
Closed -$3.62M – 128
2020
Q1 		$3.62M Buy
+30,321
New +$4.41M 2.82% 8

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Measured Wealth Private Client Group's EFX Position: Q2 2020 in Review

Measured Wealth Private Client Group sold out of Equifax (EFX) in Q2 2020, closing a stake of 30,321 shares — an estimated $3.62M sold.

Measured Wealth Private Client Group first reported a position in EFX in Q1 2020 and held it in 1 quarter. The position peaked at $3.62M in Q1 2020. 524 funds tracked by Wall St. Rank hold EFX as of Q2 2020.

  • Measured Wealth Private Client Group reported no remaining Equifax position as of Q2 2020 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 30,321 Equifax shares in Q2 2020, an estimated $3.62M.
  • Measured Wealth Private Client Group first reported a position in Equifax in Q1 2020 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Equifax position peaked at $3.62M in Q1 2020.
  • 524 funds tracked by Wall St. Rank held Equifax as of Q2 2020.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2020, filed 3 Aug 2020.