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Spectrum Management Group’s Equifax EFX Stock Holding History

Spectrum Management Group’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
-88
Closed -$10K – 243
2019
Q1 		$10K Buy
+88
New +$9.39K ﹤0.01% 214

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Spectrum Management Group's EFX Position: Q2 2019 in Review

Spectrum Management Group sold out of Equifax (EFX) in Q2 2019, closing a stake of 88 shares — an estimated $10K sold.

Spectrum Management Group first reported a position in EFX in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 507 funds tracked by Wall St. Rank hold EFX as of Q2 2019.

  • Spectrum Management Group reported no remaining Equifax position as of Q2 2019 after selling out during the quarter.
  • Spectrum Management Group sold 88 Equifax shares in Q2 2019, an estimated $10K.
  • Spectrum Management Group first reported a position in Equifax in Q1 2019 and held it in 1 quarter.
  • Spectrum Management Group's Equifax position peaked at $10K in Q1 2019.
  • 507 funds tracked by Wall St. Rank held Equifax as of Q2 2019.

Based on Spectrum Management Group's 13F filing for Q2 2019, filed 2 Aug 2019.