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RGT Wealth Advisors’s MarketAxess Holdings MKTX Stock Holding History

RGT Wealth 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
2018
Q3 		– Sell
-1,083
Closed -$214K – 46
2018
Q2 		$214K Sell
1,083
-57
-5% -$11.8K 0.69% 40
2018
Q1 		$248K Buy
+1,140
New +$235K 0.12% 83

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RGT Wealth Advisors's MKTX Position: Q3 2018 in Review

RGT Wealth Advisors sold out of MarketAxess Holdings (MKTX) in Q3 2018, closing a stake of 1,083 shares — an estimated $214K sold.

RGT Wealth Advisors first reported a position in MKTX in Q1 2018 and held it in 2 quarters. The position peaked at $248K in Q1 2018. 311 funds tracked by Wall St. Rank hold MKTX as of Q3 2018.

  • RGT Wealth Advisors reported no remaining MarketAxess Holdings position as of Q3 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 1,083 MarketAxess Holdings shares in Q3 2018, an estimated $214K.
  • RGT Wealth Advisors first reported a position in MarketAxess Holdings in Q1 2018 and held it in 2 quarters.
  • RGT Wealth Advisors's MarketAxess Holdings position peaked at $248K in Q1 2018.
  • 311 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2018.

Based on RGT Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.