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Merriman Wealth Management’s Equifax EFX Stock Holding History

Merriman Wealth Management’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
Q4 		– Sell
-1,780
Closed -$232K – 177
2018
Q3 		$232K Hold
1,780
– – 0.05% 158
2018
Q2 		$223K Hold
1,780
– – 0.05% 153
2018
Q1 		$210K Hold
1,780
– – 0.06% 172
2017
Q4 		$210K Buy
+1,780
New +$200K 0.05% 156

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Merriman Wealth Management's EFX Position: Q4 2018 in Review

Merriman Wealth Management sold out of Equifax (EFX) in Q4 2018, closing a stake of 1,780 shares — an estimated $232K sold.

Merriman Wealth Management first reported a position in EFX in Q4 2017 and held it in 4 quarters. The position peaked at $232K in Q3 2018. 471 funds tracked by Wall St. Rank hold EFX as of Q4 2018.

  • Merriman Wealth Management reported no remaining Equifax position as of Q4 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 1,780 Equifax shares in Q4 2018, an estimated $232K.
  • Merriman Wealth Management first reported a position in Equifax in Q4 2017 and held it in 4 quarters.
  • Merriman Wealth Management's Equifax position peaked at $232K in Q3 2018.
  • 471 funds tracked by Wall St. Rank held Equifax as of Q4 2018.

Based on Merriman Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.