MWM
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Mission Wealth Management’s Equifax EFX Stock Holding History

Mission 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
2017
Q1 		– Sell
-2,262
Closed -$267K – 204
2016
Q4 		$267K Sell
2,262
-7
-0.3% -$856 0.05% 138
2016
Q3 		$305K Hold
2,269
– – 0.07% 119
2016
Q2 		$291K Buy
2,269
+7
+0.3% +$848 0.08% 114
2016
Q1 		$259K Hold
2,262
– – 0.07% 117
2015
Q4 		$252K Hold
2,262
– – 0.07% 113
2015
Q3 		$220K Buy
+2,262
New +$225K 0.07% 120

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Mission Wealth Management's EFX Position: Q1 2017 in Review

Mission Wealth Management sold out of Equifax (EFX) in Q1 2017, closing a stake of 2,262 shares — an estimated $267K sold.

Mission Wealth Management first reported a position in EFX in Q3 2015 and held it in 6 quarters. The position peaked at $305K in Q3 2016. 569 funds tracked by Wall St. Rank hold EFX as of Q1 2017.

  • Mission Wealth Management reported no remaining Equifax position as of Q1 2017 after selling out during the quarter.
  • Mission Wealth Management sold 2,262 Equifax shares in Q1 2017, an estimated $267K.
  • Mission Wealth Management first reported a position in Equifax in Q3 2015 and held it in 6 quarters.
  • Mission Wealth Management's Equifax position peaked at $305K in Q3 2016.
  • 569 funds tracked by Wall St. Rank held Equifax as of Q1 2017.

Based on Mission Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.