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Nelson Capital Management’s MarketAxess Holdings MKTX Stock Holding History

Nelson Capital 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
2015
Q1 		– Sell
-193
Closed -$14K – 293
2014
Q4 		$14K Hold
193
– – 0.01% 212
2014
Q3 		$12K Buy
+193
New +$10.9K ﹤0.01% 224

Other funds holding MKTX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Nelson Capital Management's MKTX Position: Q1 2015 in Review

Nelson Capital Management sold out of MarketAxess Holdings (MKTX) in Q1 2015, closing a stake of 193 shares — an estimated $14K sold.

Nelson Capital Management first reported a position in MKTX in Q3 2014 and held it in 2 quarters. The position peaked at $14K in Q4 2014. 208 funds tracked by Wall St. Rank hold MKTX as of Q1 2015.

  • Nelson Capital Management reported no remaining MarketAxess Holdings position as of Q1 2015 after selling out during the quarter.
  • Nelson Capital Management sold 193 MarketAxess Holdings shares in Q1 2015, an estimated $14K.
  • Nelson Capital Management first reported a position in MarketAxess Holdings in Q3 2014 and held it in 2 quarters.
  • Nelson Capital Management's MarketAxess Holdings position peaked at $14K in Q4 2014.
  • 208 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2015.

Based on Nelson Capital Management's 13F filing for Q1 2015, filed 12 May 2015.