WFG Advisors’s Equifax EFX Stock Holding History

WFG Advisors’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
2017 Q2	$7K	Buy	+50	New	+$6.86K	﹤0.01%	1216
2015 Q3	–	Sell	-1,550	Closed	-$150K	–	1633
2015 Q2	$150K	Buy	1,550 +50	+3%	+$4.88K	0.04%	417
2015 Q1	$140K	Sell	1,500 -105	-7%	-$9.32K	0.04%	440
2014 Q4	$130K	Sell	1,605 -140	-8%	-$10.8K	0.03%	560
2014 Q3	$130K	Hold	1,745	–	–	0.02%	570
2014 Q2	$127K	Hold	1,745	–	–	0.02%	577
2014 Q1	$119K	Sell	1,745 -211	-11%	-$14.8K	0.02%	584
2013 Q4	$135K	Hold	1,956	–	–	0.02%	633
2013 Q3	$117K	Sell	1,956 -60	-3%	-$3.69K	0.02%	656
2013 Q2	$119K	Buy	+2,016	New	+$122K	0.02%	600

Other funds holding EFX

T. Rowe Price Associates

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return