Cypress Wealth Advisors’s MarketAxess Holdings MKTX Stock Holding History

Cypress Wealth Advisors’s Portfolio MKTX Stock Details MKTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-2,594	Closed	-$486K	–	139
2017 Q1	$486K	Hold	2,594	–	–	0.22%	99
2016 Q4	$381K	Sell	2,594 -856	-25%	-$136K	0.17%	114
2016 Q3	$571K	Hold	3,450	–	–	0.26%	86
2016 Q2	$502K	Hold	3,450	–	–	0.25%	92
2016 Q1	$431K	Hold	3,450	–	–	0.2%	108
2015 Q4	$385K	Hold	3,450	–	–	0.2%	107
2015 Q3	$320K	Hold	3,450	–	–	0.17%	121
2015 Q2	$320K	Buy	+3,450	New	+$304K	0.19%	109

Other funds holding MKTX

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Cypress Wealth Advisors's MKTX Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of MarketAxess Holdings (MKTX) in Q2 2017, closing a stake of 2,594 shares — an estimated $486K sold.

Cypress Wealth Advisors first reported a position in MKTX in Q2 2015 and held it in 8 quarters. The position peaked at $571K in Q3 2016. 334 funds tracked by Wall St. Rank hold MKTX as of Q2 2017.

Cypress Wealth Advisors reported no remaining MarketAxess Holdings position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 2,594 MarketAxess Holdings shares in Q2 2017, an estimated $486K.
Cypress Wealth Advisors first reported a position in MarketAxess Holdings in Q2 2015 and held it in 8 quarters.
Cypress Wealth Advisors's MarketAxess Holdings position peaked at $571K in Q3 2016.
334 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.