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Independence Trust’s MarketAxess Holdings MKTX Stock Holding History

Independence Trust’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
Q4 		$250K Hold
1,239
– – 0.28% 60
2017
Q3 		$229K Sell
1,239
-26
-2% -$4.97K 0.26% 66
2017
Q2 		$254K Sell
1,265
-16
-1% -$3.06K 0.3% 63
2017
Q1 		$240K Buy
+1,281
New +$232K 0.31% 64
2016
Q4 		– Sell
-1,287
Closed -$213K – 82
2016
Q3 		$213K Buy
+1,287
New +$209K 0.35% 50

Other funds holding MKTX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Independence Trust's MKTX Position: Q4 2017 in Review

Independence Trust held its MarketAxess Holdings (MKTX) position steady in Q4 2017 at 1,239 shares worth $250K. The position accounts for 0.28% of the portfolio, ranked #60.

Independence Trust first reported a position in MKTX in Q3 2016 and has held it in 5 quarters since. The position peaked at $254K in Q2 2017. 324 funds tracked by Wall St. Rank hold MKTX as of Q4 2017.

  • Independence Trust held 1,239 shares of MarketAxess Holdings worth $250K as of Q4 2017.
  • Independence Trust left its MarketAxess Holdings share count unchanged in Q4 2017.
  • MarketAxess Holdings made up 0.28% of Independence Trust's portfolio in Q4 2017, its #60 holding.
  • Independence Trust first reported a position in MarketAxess Holdings in Q3 2016 and has held it in 5 quarters since.
  • Independence Trust's MarketAxess Holdings position peaked at $254K in Q2 2017.
  • 324 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.