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Wealthfront’s Equifax EFX Stock Holding History

Wealthfront’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 		$247K Buy
1,895
+59
+3% +$7.69K ﹤0.01% 476
2018
Q2 		$230K Sell
1,836
-574
-24% -$68K ﹤0.01% 476
2018
Q1 		$284K Buy
2,410
+357
+17% +$42.9K ﹤0.01% 444
2017
Q4 		$242K Buy
+2,053
New +$231K ﹤0.01% 461
2017
Q3 		– Sell
-2,695
Closed -$370K – 501
2017
Q2 		$370K Sell
2,695
-556
-17% -$76.3K 0.01% 340
2017
Q1 		$445K Buy
3,251
+51
+2% +$6.49K 0.01% 245
2016
Q4 		$378K Sell
3,200
-338
-10% -$41.3K 0.01% 249
2016
Q3 		$476K Buy
3,538
+1,141
+48% +$151K 0.01% 187
2016
Q2 		$308K Buy
2,397
+335
+16% +$40.6K 0.01% 248
2016
Q1 		$236K Sell
2,062
-157
-7% -$16.5K 0.01% 284
2015
Q4 		$247K Buy
2,219
+219
+11% +$23.7K 0.01% 254
2015
Q3 		$194K Buy
2,000
+601
+43% +$59.7K 0.01% 281
2015
Q2 		$136K Buy
1,399
+137
+11% +$13.4K 0.01% 342
2015
Q1 		$117K Buy
1,262
+415
+49% +$36.8K 0.01% 358
2014
Q4 		$68K Buy
847
+236
+39% +$18.3K ﹤0.01% 424
2014
Q3 		$46K Buy
611
+156
+34% +$11.9K ﹤0.01% 421
2014
Q2 		$33K Sell
455
-1,157
-72% -$81.2K ﹤0.01% 430
2014
Q1 		$112K Buy
+1,612
New +$113K 0.01% 115

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealthfront's EFX Position: Q3 2018 in Review

Wealthfront increased its Equifax (EFX) stake by 3.2% in Q3 2018, buying an estimated $7.69K and bringing the position to 1,895 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Wealthfront first reported a position in EFX in Q1 2014 and has held it in 18 quarters since. The position peaked at $476K in Q3 2016. 536 funds tracked by Wall St. Rank hold EFX as of Q3 2018.

  • Wealthfront held 1,895 shares of Equifax worth $247K as of Q3 2018.
  • Wealthfront bought 59 Equifax shares in Q3 2018, an estimated $7.69K.
  • Equifax made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #476 holding.
  • Wealthfront first reported a position in Equifax in Q1 2014 and has held it in 18 quarters since.
  • Wealthfront's Equifax position peaked at $476K in Q3 2016.
  • 536 funds tracked by Wall St. Rank held Equifax as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.