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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

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

BAM

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

WFG Advisors's EFX Position: Q2 2017 in Review

WFG Advisors opened a new position in Equifax (EFX) in Q2 2017: 50 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1216 among its holdings. This is a return to the name: WFG Advisors previously reported a position in EFX as recently as Q2 2015.

WFG Advisors first reported a position in EFX in Q2 2013 and has held it in 10 quarters since. The position peaked at $150K in Q2 2015. 589 funds tracked by Wall St. Rank hold EFX as of Q2 2017.

WFG Advisors held 50 shares of Equifax worth $7K as of Q2 2017.
Equifax was a new WFG Advisors position in Q2 2017.
Equifax made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1216 holding.
WFG Advisors first reported a position in Equifax in Q2 2013 and has held it in 10 quarters since.
WFG Advisors's Equifax position peaked at $150K in Q2 2015.
589 funds tracked by Wall St. Rank held Equifax as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.