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Wealthspire Advisors (Maryland)’s Equifax EFX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-321
Closed -$38K – 895
2019
Q1 		$38K Sell
321
-7
-2% -$747 ﹤0.01% 1002
2018
Q4 		$31K Sell
328
-219
-40% -$23.3K ﹤0.01% 1038
2018
Q3 		$71K Buy
547
+51
+10% +$6.64K 0.01% 826
2018
Q2 		$62K Buy
496
+1
+0.2% +$119 0.01% 899
2018
Q1 		$58K Buy
495
+23
+5% +$2.76K 0.01% 922
2017
Q4 		$56K Buy
472
+261
+124% +$29.3K 0.01% 954
2017
Q3 		$22K Sell
211
-121
-36% -$16K ﹤0.01% 1269
2017
Q2 		$46K Sell
332
-8
-2% -$1.1K 0.01% 977
2017
Q1 		$46K Sell
340
-11
-3% -$1.4K 0.01% 824
2016
Q4 		$41K Sell
351
-171
-33% -$20.9K 0.01% 825
2016
Q3 		$70K Sell
522
-75
-13% -$9.94K 0.01% 683
2016
Q2 		$77K Buy
597
+245
+70% +$29.7K 0.01% 607
2016
Q1 		$40K Buy
352
+30
+9% +$3.16K 0.01% 757
2015
Q4 		$36K Buy
+322
New +$34.8K 0.01% 802

Other funds holding EFX

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EFX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Equifax (EFX) in Q2 2019, closing a stake of 321 shares — an estimated $38K sold.

Wealthspire Advisors (Maryland) first reported a position in EFX in Q4 2015 and held it in 14 quarters. The position peaked at $77K in Q2 2016. 507 funds tracked by Wall St. Rank hold EFX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Equifax position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 321 Equifax shares in Q2 2019, an estimated $38K.
  • Wealthspire Advisors (Maryland) first reported a position in Equifax in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Equifax position peaked at $77K in Q2 2016.
  • 507 funds tracked by Wall St. Rank held Equifax as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.