Fusion Family Wealth’s MarketAxess Holdings MKTX Stock Holding History

Fusion Family Wealth’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
2019 Q1	–	Sell	-164	Closed	-$35K	–	210
2018 Q4	$35K	Hold	164	–	–	0.01%	124
2018 Q3	$29K	Hold	164	–	–	0.01%	151
2018 Q2	$32K	Hold	164	–	–	0.01%	151
2018 Q1	$36K	Buy	164 +24	+17%	+$4.94K	0.01%	134
2017 Q4	$28K	Buy	+140	New	+$26.4K	0.01%	170

Other funds holding MKTX

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Fusion Family Wealth's MKTX Position: Q1 2019 in Review

Fusion Family Wealth sold out of MarketAxess Holdings (MKTX) in Q1 2019, closing a stake of 164 shares — an estimated $35K sold.

Fusion Family Wealth first reported a position in MKTX in Q4 2017 and held it in 5 quarters. The position peaked at $36K in Q1 2018. 346 funds tracked by Wall St. Rank hold MKTX as of Q1 2019.

Fusion Family Wealth reported no remaining MarketAxess Holdings position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 164 MarketAxess Holdings shares in Q1 2019, an estimated $35K.
Fusion Family Wealth first reported a position in MarketAxess Holdings in Q4 2017 and held it in 5 quarters.
Fusion Family Wealth's MarketAxess Holdings position peaked at $36K in Q1 2018.
346 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.