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Omnia Family Wealth’s Equifax EFX Stock Holding History

Omnia Family Wealth’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
-14
Closed -$1K – 614
2017
Q3 		$1K Hold
14
– – ﹤0.01% 558
2017
Q2 		$2K Hold
14
– – ﹤0.01% 582
2017
Q1 		$2K Hold
14
– – ﹤0.01% 574
2016
Q4 		$2K Buy
+14
New +$1.71K ﹤0.01% 580

Other funds holding EFX

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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Omnia Family Wealth's EFX Position: Q4 2017 in Review

Omnia Family Wealth sold out of Equifax (EFX) in Q4 2017, closing a stake of 14 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in EFX in Q4 2016 and held it in 4 quarters. The position peaked at $2K in Q2 2017. 527 funds tracked by Wall St. Rank hold EFX as of Q4 2017.

  • Omnia Family Wealth reported no remaining Equifax position as of Q4 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 14 Equifax shares in Q4 2017, an estimated $1K.
  • Omnia Family Wealth first reported a position in Equifax in Q4 2016 and held it in 4 quarters.
  • Omnia Family Wealth's Equifax position peaked at $2K in Q2 2017.
  • 527 funds tracked by Wall St. Rank held Equifax as of Q4 2017.

Based on Omnia Family Wealth's 13F filing for Q4 2017, filed 2 Feb 2018.