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Wealthfront’s MarketAxess Holdings MKTX Stock Holding History

Wealthfront’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
Q4 		– Sell
-226
Closed -$21K – 747
2015
Q3 		$21K Buy
226
+116
+105% +$11.2K ﹤0.01% 735
2015
Q2 		$10K Buy
110
+94
+588% +$8.29K ﹤0.01% 831
2015
Q1 		$1K Buy
16
+15
+1,500% +$1.19K ﹤0.01% 1115
2014
Q4 		$0 Buy
+1
New +$66 ﹤0.01% 864

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wealthfront's MKTX Position: Q4 2015 in Review

Wealthfront sold out of MarketAxess Holdings (MKTX) in Q4 2015, closing a stake of 226 shares — an estimated $21K sold.

Wealthfront first reported a position in MKTX in Q4 2014 and held it in 4 quarters. The position peaked at $21K in Q3 2015. 241 funds tracked by Wall St. Rank hold MKTX as of Q4 2015.

  • Wealthfront reported no remaining MarketAxess Holdings position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 226 MarketAxess Holdings shares in Q4 2015, an estimated $21K.
  • Wealthfront first reported a position in MarketAxess Holdings in Q4 2014 and held it in 4 quarters.
  • Wealthfront's MarketAxess Holdings position peaked at $21K in Q3 2015.
  • 241 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.