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WealthTrust-Arizona’s Equifax EFX Stock Holding History

WealthTrust-Arizona’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 		$41K Sell
437
-221
-34% -$23.5K 0.02% 175
2018
Q3 		$86K Buy
658
+201
+44% +$26.2K 0.04% 113
2018
Q2 		$57K Buy
457
+79
+21% +$9.36K 0.03% 138
2018
Q1 		$45K Buy
+378
New +$45.4K 0.02% 168

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

WealthTrust-Arizona's EFX Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Equifax (EFX) stake by 34% in Q4 2018, selling an estimated $23.5K and leaving 437 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #175.

WealthTrust-Arizona first reported a position in EFX in Q1 2018 and has held it in 4 quarters since. The position peaked at $86K in Q3 2018. 471 funds tracked by Wall St. Rank hold EFX as of Q4 2018.

  • WealthTrust-Arizona held 437 shares of Equifax worth $41K as of Q4 2018.
  • WealthTrust-Arizona sold 221 Equifax shares in Q4 2018, an estimated $23.5K.
  • Equifax made up 0.02% of WealthTrust-Arizona's portfolio in Q4 2018, its #175 holding.
  • WealthTrust-Arizona first reported a position in Equifax in Q1 2018 and has held it in 4 quarters since.
  • WealthTrust-Arizona's Equifax position peaked at $86K in Q3 2018.
  • 471 funds tracked by Wall St. Rank held Equifax as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.