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TRUE Private Wealth Advisors’s Equifax EFX Stock Holding History

TRUE Private 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
2018
Q4 		– Sell
-9
Closed -$1.18K – 429
2018
Q3 		$1.18K Buy
+9
New +$1.17K ﹤0.01% 1059

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

TRUE Private Wealth Advisors's EFX Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Equifax (EFX) in Q4 2018, closing a stake of 9 shares — an estimated $1.18K sold.

TRUE Private Wealth Advisors first reported a position in EFX in Q3 2018 and held it in 1 quarter. The position peaked at $1.18K in Q3 2018. 471 funds tracked by Wall St. Rank hold EFX as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Equifax position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 9 Equifax shares in Q4 2018, an estimated $1.18K.
  • TRUE Private Wealth Advisors first reported a position in Equifax in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Equifax position peaked at $1.18K in Q3 2018.
  • 471 funds tracked by Wall St. Rank held Equifax as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.