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Stratos Wealth Partners’s Equifax EFX Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-88
Closed -$11K – 1253
2018
Q3 		$11K Buy
+88
New +$11.5K ﹤0.01% 2132
2018
Q2 		– Sell
-221
Closed -$26K – 1394
2018
Q1 		$26K Sell
221
-2,873
-93% -$345K ﹤0.01% 1904
2017
Q4 		$365K Buy
3,094
+394
+15% +$44.3K 0.02% 635
2017
Q3 		$286K Buy
2,700
+53
+2% +$7.01K 0.01% 710
2017
Q2 		$364K Buy
2,647
+542
+26% +$74.4K 0.02% 573
2017
Q1 		$288K Buy
+2,105
New +$268K 0.02% 593

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Stratos Wealth Partners's EFX Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Equifax (EFX) in Q4 2018, closing a stake of 88 shares — an estimated $11K sold.

Stratos Wealth Partners first reported a position in EFX in Q1 2017 and held it in 6 quarters. The position peaked at $365K in Q4 2017. 471 funds tracked by Wall St. Rank hold EFX as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Equifax position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 88 Equifax shares in Q4 2018, an estimated $11K.
  • Stratos Wealth Partners first reported a position in Equifax in Q1 2017 and held it in 6 quarters.
  • Stratos Wealth Partners's Equifax position peaked at $365K in Q4 2017.
  • 471 funds tracked by Wall St. Rank held Equifax as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.