YorkBridge Wealth Partners’s Equifax EFX Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-200	Closed	-$27K	–	306
2019 Q2	$27K	Hold	200	–	–	0.01%	433
2019 Q1	$24K	Hold	200	–	–	0.01%	441
2018 Q4	$19K	Hold	200	–	–	0.01%	473
2018 Q3	$26K	Hold	200	–	–	0.01%	461
2018 Q2	$25K	Hold	200	–	–	0.01%	472
2018 Q1	$23K	Hold	200	–	–	0.01%	485
2017 Q4	$24K	Hold	200	–	–	0.01%	463
2017 Q3	$21K	Sell	200 -581	-74%	-$76.8K	0.01%	511
2017 Q2	$108K	Buy	781 +37	+5%	+$5.08K	0.06%	256
2017 Q1	$102K	Buy	744 +143	+24%	+$18.2K	0.05%	255
2016 Q4	$72K	Buy	+601	New	+$73.5K	0.04%	297

Other funds holding EFX

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

YorkBridge Wealth Partners's EFX Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Equifax (EFX) in Q3 2019, closing a stake of 200 shares — an estimated $27K sold.

YorkBridge Wealth Partners first reported a position in EFX in Q4 2016 and held it in 11 quarters. The position peaked at $108K in Q2 2017. 499 funds tracked by Wall St. Rank hold EFX as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Equifax position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 200 Equifax shares in Q3 2019, an estimated $27K.
YorkBridge Wealth Partners first reported a position in Equifax in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Equifax position peaked at $108K in Q2 2017.
499 funds tracked by Wall St. Rank held Equifax as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.