USCA RIA’s Equifax EFX Stock Holding History

USCA RIA’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 Q3	–	Sell	-23,190	Closed	-$2.9M	–	475
2018 Q2	$2.9M	Buy	+23,190	New	+$2.75M	0.31%	93

Other funds holding EFX

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

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

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

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

USCA RIA's EFX Position: Q3 2018 in Review

USCA RIA sold out of Equifax (EFX) in Q3 2018, closing a stake of 23,190 shares — an estimated $2.9M sold.

USCA RIA first reported a position in EFX in Q2 2018 and held it in 1 quarter. The position peaked at $2.9M in Q2 2018. 535 funds tracked by Wall St. Rank hold EFX as of Q3 2018.

USCA RIA reported no remaining Equifax position as of Q3 2018 after selling out during the quarter.
USCA RIA sold 23,190 Equifax shares in Q3 2018, an estimated $2.9M.
USCA RIA first reported a position in Equifax in Q2 2018 and held it in 1 quarter.
USCA RIA's Equifax position peaked at $2.9M in Q2 2018.
535 funds tracked by Wall St. Rank held Equifax as of Q3 2018.

Based on USCA RIA's 13F filing for Q3 2018, filed 2 Nov 2018.