SVWA
EFX icon

Sound View Wealth Advisors’s Equifax EFX Stock Holding History

Sound View Wealth 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
2019
Q1 		$619K Sell
5,227
-635
-11% -$67.8K 0.19% 119
2018
Q4 		$546K Buy
+5,862
New +$624K 0.2% 122

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Sound View Wealth Advisors's EFX Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Equifax (EFX) stake by 11% in Q1 2019, selling an estimated $67.8K and leaving 5,227 shares worth $619K. The position accounts for 0.19% of the portfolio, ranked #119.

Sound View Wealth Advisors first reported a position in EFX in Q4 2018 and has held it in 2 quarters since. 488 funds tracked by Wall St. Rank hold EFX as of Q1 2019.

  • Sound View Wealth Advisors held 5,227 shares of Equifax worth $619K as of Q1 2019.
  • Sound View Wealth Advisors sold 635 Equifax shares in Q1 2019, an estimated $67.8K.
  • Equifax made up 0.19% of Sound View Wealth Advisors's portfolio in Q1 2019, its #119 holding.
  • Sound View Wealth Advisors first reported a position in Equifax in Q4 2018 and has held it in 2 quarters since.
  • 488 funds tracked by Wall St. Rank held Equifax as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.