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Integrated Wealth Management (Palm Desert)’s MarketAxess Holdings MKTX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-34
Closed -$2K – 1411
2015
Q1 		$2K Buy
+34
New +$2.69K ﹤0.01% 1102

Other funds holding MKTX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MKTX Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of MarketAxess Holdings (MKTX) in Q2 2015, closing a stake of 34 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MKTX in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 222 funds tracked by Wall St. Rank hold MKTX as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining MarketAxess Holdings position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 34 MarketAxess Holdings shares in Q2 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in MarketAxess Holdings in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s MarketAxess Holdings position peaked at $2K in Q1 2015.
  • 222 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.