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WealthTrust Fairport’s Equifax EFX Stock Holding History

WealthTrust Fairport’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
Q1 		$3.54M Sell
29,841
-44
-0.1% -$4.7K 0.33% 69
2018
Q4 		$2.78M Sell
29,885
-146
-0.5% -$15.5K 0.29% 70
2018
Q3 		$3.92M Buy
30,031
+59
+0.2% +$7.69K 0.36% 68
2018
Q2 		$3.75M Sell
29,972
-195
-0.6% -$23.1K 0.36% 64
2018
Q1 		$3.55M Sell
30,167
-881
-3% -$106K 0.36% 65
2017
Q4 		$3.66M Sell
31,048
-849
-3% -$95.4K 0.37% 66
2017
Q3 		$3.38M Sell
31,897
-27,572
-46% -$3.65M 0.36% 71
2017
Q2 		$8.17M Sell
59,469
-2,991
-5% -$411K 0.9% 33
2017
Q1 		$8.54M Buy
62,460
+1,523
+2% +$194K 0.96% 26
2016
Q4 		$7.21M Sell
60,937
-1,688
-3% -$206K 0.86% 38
2016
Q3 		$8.43M Buy
62,625
+56,023
+849% +$7.43M 1.04% 20
2016
Q2 		$382K Sell
6,602
-69,909
-91% -$8.47M 0.05% 110
2016
Q1 		$8.74M Buy
76,511
+1,371
+2% +$144K 1.18% 19
2015
Q4 		$8.37M Sell
75,140
-307
-0.4% -$33.2K 1.15% 19
2015
Q3 		$7.33M Buy
75,447
+325
+0.4% +$32.3K 1.08% 22
2015
Q2 		$7.29M Sell
75,122
-189
-0.3% -$18.4K 1.01% 25
2015
Q1 		$7M Sell
75,311
-486
-0.6% -$43.1K 0.96% 29
2014
Q4 		$6.13M Sell
75,797
-2,357
-3% -$182K 0.87% 41
2014
Q3 		$5.84M Sell
78,154
-7,027
-8% -$535K 0.87% 38
2014
Q2 		$6.18M Sell
85,181
-26,727
-24% -$1.88M 0.91% 34
2014
Q1 		$7.61M Sell
111,908
-5,559
-5% -$389K 1.17% 25
2013
Q4 		$8.12M Sell
117,467
-4,066
-3% -$264K 1.27% 23
2013
Q3 		$7.27M Sell
121,533
-2,757
-2% -$170K 1.2% 25
2013
Q2 		$7.32M Buy
+124,290
New +$7.5M 1.29% 24

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

WealthTrust Fairport's EFX Position: Q1 2019 in Review

WealthTrust Fairport reduced its Equifax (EFX) stake by 0.15% in Q1 2019, selling an estimated $4.7K and leaving 29,841 shares worth $3.54M. The position accounts for 0.33% of the portfolio, ranked #69.

WealthTrust Fairport first reported a position in EFX in Q2 2013 and has held it in 24 quarters since. The position peaked at $8.74M in Q1 2016. 488 funds tracked by Wall St. Rank hold EFX as of Q1 2019.

  • WealthTrust Fairport held 29,841 shares of Equifax worth $3.54M as of Q1 2019.
  • WealthTrust Fairport sold 44 Equifax shares in Q1 2019, an estimated $4.7K.
  • Equifax made up 0.33% of WealthTrust Fairport's portfolio in Q1 2019, its #69 holding.
  • WealthTrust Fairport first reported a position in Equifax in Q2 2013 and has held it in 24 quarters since.
  • WealthTrust Fairport's Equifax position peaked at $8.74M in Q1 2016.
  • 488 funds tracked by Wall St. Rank held Equifax as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.