Security National Trust’s Equifax EFX Stock Holding History

Security National Trust’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	-270	Closed	-$37K	–	403
2017 Q2	$37K	Sell	270 -15	-5%	-$2.06K	0.01%	292
2017 Q1	$39K	Sell	285 -165	-37%	-$21K	0.01%	292
2016 Q4	$53K	Hold	450	–	–	0.02%	266
2016 Q3	$61K	Hold	450	–	–	0.02%	256
2016 Q2	$58K	Sell	450 -90	-17%	-$10.9K	0.02%	257
2016 Q1	$61K	Buy	+540	New	+$56.8K	0.02%	249

Other funds holding EFX

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Security National Trust's EFX Position: Q3 2017 in Review

Security National Trust sold out of Equifax (EFX) in Q3 2017, closing a stake of 270 shares — an estimated $37K sold.

Security National Trust first reported a position in EFX in Q1 2016 and held it in 6 quarters. The position peaked at $61K in Q3 2016. 519 funds tracked by Wall St. Rank hold EFX as of Q3 2017.

Security National Trust reported no remaining Equifax position as of Q3 2017 after selling out during the quarter.
Security National Trust sold 270 Equifax shares in Q3 2017, an estimated $37K.
Security National Trust first reported a position in Equifax in Q1 2016 and held it in 6 quarters.
Security National Trust's Equifax position peaked at $61K in Q3 2016.
519 funds tracked by Wall St. Rank held Equifax as of Q3 2017.

Based on Security National Trust's 13F filing for Q3 2017, filed 8 Nov 2017.