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

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

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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. 224 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.
224 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.