Walter & Keenan Wealth Management’s Equifax EFX Stock Holding History

Walter & Keenan Wealth Management’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 Q2	–	Sell	-3,775	Closed	-$445K	–	175
2018 Q1	$445K	Hold	3,775	–	–	0.19%	103
2017 Q4	$445K	Hold	3,775	–	–	0.19%	102
2017 Q3	$400K	Sell	3,775 -715	-16%	-$94.5K	0.18%	102
2017 Q2	$617K	Hold	4,490	–	–	0.31%	73
2017 Q1	$614K	Hold	4,490	–	–	0.32%	71
2016 Q4	$531K	Hold	4,490	–	–	0.28%	77
2016 Q3	$604K	Hold	4,490	–	–	0.33%	71
2016 Q2	$577K	Hold	4,490	–	–	0.32%	74
2016 Q1	$513K	Hold	4,490	–	–	0.29%	82
2015 Q4	$500K	Hold	4,490	–	–	0.29%	80
2015 Q3	$436K	Sell	4,490 -510	-10%	-$50.7K	0.27%	86
2015 Q2	$485K	Hold	5,000	–	–	0.28%	83
2015 Q1	$465K	Hold	5,000	–	–	0.26%	88
2014 Q4	$404K	Hold	5,000	–	–	0.23%	93
2014 Q3	$374K	Hold	5,000	–	–	0.22%	101
2014 Q2	$363K	Hold	5,000	–	–	0.19%	105
2014 Q1	$340K	Buy	+5,000	New	+$350K	0.19%	101

Other funds holding EFX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Walter & Keenan Wealth Management's EFX Position: Q2 2018 in Review

Walter & Keenan Wealth Management sold out of Equifax (EFX) in Q2 2018, closing a stake of 3,775 shares — an estimated $445K sold.

Walter & Keenan Wealth Management first reported a position in EFX in Q1 2014 and held it in 17 quarters. The position peaked at $617K in Q2 2017. 522 funds tracked by Wall St. Rank hold EFX as of Q2 2018.

Walter & Keenan Wealth Management reported no remaining Equifax position as of Q2 2018 after selling out during the quarter.
Walter & Keenan Wealth Management sold 3,775 Equifax shares in Q2 2018, an estimated $445K.
Walter & Keenan Wealth Management first reported a position in Equifax in Q1 2014 and held it in 17 quarters.
Walter & Keenan Wealth Management's Equifax position peaked at $617K in Q2 2017.
522 funds tracked by Wall St. Rank held Equifax as of Q2 2018.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.