UR
MKTO

USCA RIA’s MARKETO INC COM STK (DE) MKTO Stock Holding History

USCA RIA’s Portfolio MKTO Stock Details MKTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-12,600
Closed -$358K – 399
2015
Q3 		$358K Sell
12,600
-400
-3% -$11.3K 0.09% 226
2015
Q2 		$365K Buy
13,000
+1,375
+12% +$39.5K 0.1% 217
2015
Q1 		$298K Buy
11,625
+875
+8% +$26.1K 0.08% 252
2014
Q4 		$352K Sell
10,750
-3,000
-22% -$94.6K 0.1% 234
2014
Q3 		$444K Sell
13,750
-2,550
-16% -$74.4K 0.14% 180
2014
Q2 		$474K Buy
16,300
+8,600
+112% +$234K 0.16% 154
2014
Q1 		$252K Buy
7,700
+1,150
+18% +$45.6K 0.09% 225
2013
Q4 		$243K Buy
+6,550
New +$216K 0.1% 216

Other funds holding MKTO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

USCA RIA's MKTO Position: Q4 2015 in Review

USCA RIA sold out of MARKETO INC COM STK (DE) (MKTO) in Q4 2015, closing a stake of 12,600 shares — an estimated $358K sold.

USCA RIA first reported a position in MKTO in Q4 2013 and held it in 8 quarters. The position peaked at $474K in Q2 2014. 129 funds tracked by Wall St. Rank hold MKTO as of Q4 2015.

  • USCA RIA reported no remaining MARKETO INC COM STK (DE) position as of Q4 2015 after selling out during the quarter.
  • USCA RIA sold 12,600 MARKETO INC COM STK (DE) shares in Q4 2015, an estimated $358K.
  • USCA RIA first reported a position in MARKETO INC COM STK (DE) in Q4 2013 and held it in 8 quarters.
  • USCA RIA's MARKETO INC COM STK (DE) position peaked at $474K in Q2 2014.
  • 129 funds tracked by Wall St. Rank held MARKETO INC COM STK (DE) as of Q4 2015.

Based on USCA RIA's 13F filing for Q4 2015, filed 8 Feb 2016.