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RKL Wealth Management’s Equifax EFX Stock Holding History

RKL 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
Q3 		– Sell
-6,424
Closed -$880K – 148
2017
Q2 		$880K Buy
6,424
+1,974
+44% +$271K 0.28% 75
2017
Q1 		$608K Buy
4,450
+2,471
+125% +$314K 0.24% 65
2016
Q4 		$234K Buy
+1,979
New +$242K 0.11% 89

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Vanguard Group
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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

RKL Wealth Management's EFX Position: Q3 2017 in Review

RKL Wealth Management sold out of Equifax (EFX) in Q3 2017, closing a stake of 6,424 shares — an estimated $880K sold.

RKL Wealth Management first reported a position in EFX in Q4 2016 and held it in 3 quarters. The position peaked at $880K in Q2 2017. 519 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

  • RKL Wealth Management reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
  • RKL Wealth Management sold 6,424 Equifax shares in Q3 2017, an estimated $880K.
  • RKL Wealth Management first reported a position in Equifax in Q4 2016 and held it in 3 quarters.
  • RKL Wealth Management's Equifax position peaked at $880K in Q2 2017.
  • 519 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on RKL Wealth Management's 13F filing for Q3 2017, filed 7 Nov 2017.