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Regal Investment Advisors’s MarketAxess Holdings MKTX Stock Holding History

Regal Investment Advisors’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
Q3 		– Sell
-508
Closed -$47K – 1080
2015
Q2 		$47K Buy
+508
New +$44.8K 0.01% 426
2014
Q1 		– Sell
-293
Closed -$20K – 921
2013
Q4 		$20K Buy
+293
New +$19.3K 0.01% 451

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Regal Investment Advisors's MKTX Position: Q3 2015 in Review

Regal Investment Advisors sold out of MarketAxess Holdings (MKTX) in Q3 2015, closing a stake of 508 shares — an estimated $47K sold.

Regal Investment Advisors first reported a position in MKTX in Q4 2013 and held it in 2 quarters. The position peaked at $47K in Q2 2015. 229 funds tracked by Wall St. Rank hold MKTX as of Q3 2015.

  • Regal Investment Advisors reported no remaining MarketAxess Holdings position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 508 MarketAxess Holdings shares in Q3 2015, an estimated $47K.
  • Regal Investment Advisors first reported a position in MarketAxess Holdings in Q4 2013 and held it in 2 quarters.
  • Regal Investment Advisors's MarketAxess Holdings position peaked at $47K in Q2 2015.
  • 229 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.