PCA
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Personal Capital Advisors’s Equifax EFX Stock Holding History

Personal Capital Advisors’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
2021
Q4 		– Sell
-1,511
Closed -$383K – 555
2021
Q3 		$383K Buy
1,511
+30
+2% +$7.8K ﹤0.01% 352
2021
Q2 		$355K Sell
1,481
-8
-0.5% -$1.79K ﹤0.01% 366
2021
Q1 		$270K Sell
1,489
-35
-2% -$6.18K ﹤0.01% 412
2020
Q4 		$294K Buy
1,524
+38
+3% +$6.39K ﹤0.01% 386
2020
Q3 		$233K Sell
1,486
-2
-0.1% -$328 ﹤0.01% 376
2020
Q2 		$256K Buy
+1,488
New +$220K ﹤0.01% 313
2020
Q1 		– Sell
-1,548
Closed -$217K – 357
2019
Q4 		$217K Sell
1,548
-109
-7% -$15.1K ﹤0.01% 378
2019
Q3 		$233K Buy
1,657
+81
+5% +$11.4K ﹤0.01% 326
2019
Q2 		$213K Buy
+1,576
New +$198K ﹤0.01% 309
2017
Q3 		– Sell
-114,871
Closed -$15.8M – 231
2017
Q2 		$15.8M Sell
114,871
-23,466
-17% -$3.22M 0.35% 80
2017
Q1 		$18.8M Buy
138,337
+13,203
+11% +$1.68M 0.47% 65
2016
Q4 		$14.8M Buy
125,134
+8,844
+8% +$1.08M 0.44% 74
2016
Q3 		$15.5M Buy
116,290
+7,350
+7% +$975K 0.52% 60
2016
Q2 		$14M Buy
108,940
+8,444
+8% +$1.02M 0.54% 62
2016
Q1 		$11.5M Buy
100,496
+6,818
+7% +$717K 0.53% 62
2015
Q4 		$10.4M Sell
93,678
-42,127
-31% -$4.55M 0.57% 59
2015
Q3 		$13.2M Buy
135,805
+13,388
+11% +$1.33M 0.87% 18
2015
Q2 		$12M Buy
122,417
+1,818
+2% +$177K 0.83% 25
2015
Q1 		$11.2M Buy
120,599
+16,742
+16% +$1.49M 0.91% 18
2014
Q4 		$8.4M Buy
103,857
+18,085
+21% +$1.4M 0.86% 31
2014
Q3 		$6.41M Buy
85,772
+16,335
+24% +$1.24M 0.82% 28
2014
Q2 		$5.04M Buy
69,437
+16,370
+31% +$1.15M 0.83% 36
2014
Q1 		$3.61M Buy
53,067
+13,671
+35% +$956K 0.81% 50
2013
Q4 		$2.72M Buy
+39,396
New +$2.56M 0.86% 45

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Personal Capital Advisors's EFX Position: Q4 2021 in Review

Personal Capital Advisors sold out of Equifax (EFX) in Q4 2021, closing a stake of 1,511 shares — an estimated $383K sold.

Personal Capital Advisors first reported a position in EFX in Q4 2013 and held it in 24 quarters. The position peaked at $18.8M in Q1 2017. 695 funds tracked by Wall St. Rank hold EFX as of Q4 2021.

  • Personal Capital Advisors reported no remaining Equifax position as of Q4 2021 after selling out during the quarter.
  • Personal Capital Advisors sold 1,511 Equifax shares in Q4 2021, an estimated $383K.
  • Personal Capital Advisors first reported a position in Equifax in Q4 2013 and held it in 24 quarters.
  • Personal Capital Advisors's Equifax position peaked at $18.8M in Q1 2017.
  • 695 funds tracked by Wall St. Rank held Equifax as of Q4 2021.

Based on Personal Capital Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.