Shine Investment Advisory Services’s MarketAxess Holdings MKTX Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$49K	Sell	102 -3	-3%	-$1.48K	0.02%	305
2020 Q2	$53K	Buy	105 +8	+8%	+$3.73K	0.02%	277
2020 Q1	$32K	Hold	97	–	–	0.01%	345
2019 Q4	$37K	Buy	97 +23	+31%	+$8.44K	0.01%	387
2019 Q3	$24K	Buy	74 +38	+106%	+$13.6K	0.01%	431
2019 Q2	$12K	Sell	36 -13	-27%	-$3.76K	0.01%	515
2019 Q1	$12K	Sell	49 -8	-14%	-$1.81K	0.01%	527
2018 Q4	$12K	Hold	57	–	–	0.01%	501
2018 Q3	$10K	Hold	57	–	–	0.01%	521
2018 Q2	$11K	Sell	57 -37	-39%	-$7.67K	0.01%	513
2018 Q1	$20K	Hold	94	–	–	0.01%	457
2017 Q4	$19K	Hold	94	–	–	0.01%	465
2017 Q3	$17K	Hold	94	–	–	0.01%	473
2017 Q2	$19K	Buy	+94	New	+$18K	0.01%	439

Other funds holding MKTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shine Investment Advisory Services's MKTX Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its MarketAxess Holdings (MKTX) stake by 2.9% in Q3 2020, selling an estimated $1.48K and leaving 102 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #305.

Shine Investment Advisory Services first reported a position in MKTX in Q2 2017 and has held it in 14 quarters since. The position peaked at $53K in Q2 2020. 559 funds tracked by Wall St. Rank hold MKTX as of Q3 2020.

Shine Investment Advisory Services held 102 shares of MarketAxess Holdings worth $49K as of Q3 2020.
Shine Investment Advisory Services sold 3 MarketAxess Holdings shares in Q3 2020, an estimated $1.48K.
MarketAxess Holdings made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #305 holding.
Shine Investment Advisory Services first reported a position in MarketAxess Holdings in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's MarketAxess Holdings position peaked at $53K in Q2 2020.
559 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.