LBA Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

LBA Wealth Management’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
2014 Q4	–	Sell	-282	Closed	-$17K	–	355
2014 Q3	$17K	Buy	+282	New	+$15.9K	0.01%	250

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

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

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

BAM

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

LBA Wealth Management's MKTX Position: Q4 2014 in Review

LBA Wealth Management sold out of MarketAxess Holdings (MKTX) in Q4 2014, closing a stake of 282 shares — an estimated $17K sold.

LBA Wealth Management first reported a position in MKTX in Q3 2014 and held it in 1 quarter. The position peaked at $17K in Q3 2014. 190 funds tracked by Wall St. Rank hold MKTX as of Q4 2014.

LBA Wealth Management reported no remaining MarketAxess Holdings position as of Q4 2014 after selling out during the quarter.
LBA Wealth Management sold 282 MarketAxess Holdings shares in Q4 2014, an estimated $17K.
LBA Wealth Management first reported a position in MarketAxess Holdings in Q3 2014 and held it in 1 quarter.
LBA Wealth Management's MarketAxess Holdings position peaked at $17K in Q3 2014.
190 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.