SeaCrest Wealth Management’s Equifax EFX Stock Holding History

SeaCrest 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
2019 Q2	–	Sell	-22	Closed	-$3K	–	874
2019 Q1	$3K	Hold	22	–	–	﹤0.01%	1837
2018 Q4	$2K	Sell	22 -981	-98%	-$104K	﹤0.01%	1901
2018 Q3	$131K	Hold	1,003	–	–	0.02%	655
2018 Q2	$126K	Sell	1,003 -14	-1%	-$1.66K	0.02%	648
2018 Q1	$120K	Sell	1,017 -2,000	-66%	-$240K	0.02%	642
2017 Q4	$356K	Buy	+3,017	New	+$339K	0.07%	328

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SeaCrest Wealth Management's EFX Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Equifax (EFX) in Q2 2019, closing a stake of 22 shares — an estimated $3K sold.

SeaCrest Wealth Management first reported a position in EFX in Q4 2017 and held it in 6 quarters. The position peaked at $356K in Q4 2017. 507 funds tracked by Wall St. Rank hold EFX as of Q2 2019.

SeaCrest Wealth Management reported no remaining Equifax position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 22 Equifax shares in Q2 2019, an estimated $3K.
SeaCrest Wealth Management first reported a position in Equifax in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Equifax position peaked at $356K in Q4 2017.
507 funds tracked by Wall St. Rank held Equifax as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.