First Personal Financial Services’s MarketAxess Holdings MKTX Stock Holding History

First Personal Financial Services’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
2018 Q2	–	Sell	-440	Closed	-$96K	–	827
2018 Q1	$96K	Buy	440 +30	+7%	+$6.17K	0.02%	315
2017 Q4	$83K	Sell	410 -221	-35%	-$41.7K	0.02%	365
2017 Q3	$116K	Hold	631	–	–	0.02%	291
2017 Q2	$127K	Buy	631 +16	+3%	+$3.06K	0.03%	273
2017 Q1	$115K	Hold	615	–	–	0.03%	267
2016 Q4	$90K	Sell	615 -34	-5%	-$5.4K	0.02%	296
2016 Q3	$107K	Sell	649 -5	-0.8%	-$812	0.03%	199
2016 Q2	$95K	Buy	+654	New	+$86.9K	0.03%	202

Other funds holding MKTX

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Personal Financial Services's MKTX Position: Q2 2018 in Review

First Personal Financial Services sold out of MarketAxess Holdings (MKTX) in Q2 2018, closing a stake of 440 shares — an estimated $96K sold.

First Personal Financial Services first reported a position in MKTX in Q2 2016 and held it in 8 quarters. The position peaked at $127K in Q2 2017. 320 funds tracked by Wall St. Rank hold MKTX as of Q2 2018.

First Personal Financial Services reported no remaining MarketAxess Holdings position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 440 MarketAxess Holdings shares in Q2 2018, an estimated $96K.
First Personal Financial Services first reported a position in MarketAxess Holdings in Q2 2016 and held it in 8 quarters.
First Personal Financial Services's MarketAxess Holdings position peaked at $127K in Q2 2017.
320 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.