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LifePlan Financial Group’s MarketAxess Holdings MKTX Stock Holding History

LifePlan Financial Group’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
2018
Q2 		– Sell
-7
Closed -$2K – 539
2018
Q1 		$2K Buy
+7
New +$1.44K ﹤0.01% 476

Other funds holding MKTX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LifePlan Financial Group's MKTX Position: Q2 2018 in Review

LifePlan Financial Group sold out of MarketAxess Holdings (MKTX) in Q2 2018, closing a stake of 7 shares — an estimated $2K sold.

LifePlan Financial Group first reported a position in MKTX in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 319 funds tracked by Wall St. Rank hold MKTX as of Q2 2018.

  • LifePlan Financial Group reported no remaining MarketAxess Holdings position as of Q2 2018 after selling out during the quarter.
  • LifePlan Financial Group sold 7 MarketAxess Holdings shares in Q2 2018, an estimated $2K.
  • LifePlan Financial Group first reported a position in MarketAxess Holdings in Q1 2018 and held it in 1 quarter.
  • LifePlan Financial Group's MarketAxess Holdings position peaked at $2K in Q1 2018.
  • 319 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2018.

Based on LifePlan Financial Group's 13F filing for Q2 2018, filed 25 Jul 2018.