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Regal Investment Advisors’s Equifax EFX Stock Holding History

Regal Investment 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
2020
Q1 		– Sell
-15,307
Closed -$2.15M – 92
2019
Q4 		$2.15M Sell
15,307
-504
-3% -$69.8K 0.39% 81
2019
Q3 		$2.22M Sell
15,811
-1,820
-10% -$256K 0.43% 73
2019
Q2 		$2.38M Sell
17,631
-389
-2% -$48.8K 0.46% 62
2019
Q1 		$2.13M Buy
18,020
+177
+1% +$18.9K 0.43% 73
2018
Q4 		$1.66M Buy
+17,843
New +$1.9M 0.36% 88

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
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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regal Investment Advisors's EFX Position: Q1 2020 in Review

Regal Investment Advisors sold out of Equifax (EFX) in Q1 2020, closing a stake of 15,307 shares — an estimated $2.15M sold.

Regal Investment Advisors first reported a position in EFX in Q4 2018 and held it in 5 quarters. The position peaked at $2.38M in Q2 2019. 501 funds tracked by Wall St. Rank hold EFX as of Q1 2020.

  • Regal Investment Advisors reported no remaining Equifax position as of Q1 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 15,307 Equifax shares in Q1 2020, an estimated $2.15M.
  • Regal Investment Advisors first reported a position in Equifax in Q4 2018 and held it in 5 quarters.
  • Regal Investment Advisors's Equifax position peaked at $2.38M in Q2 2019.
  • 501 funds tracked by Wall St. Rank held Equifax as of Q1 2020.

Based on Regal Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.