WFG Advisors’s MarketAxess Holdings MKTX Stock Holding History

WFG 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 Q2	–	Sell	-41	Closed	-$3K	–	1752
2015 Q1	$3K	Hold	41	–	–	﹤0.01%	1480
2014 Q4	$3K	Hold	41	–	–	﹤0.01%	1785
2014 Q3	$3K	Buy	+41	New	+$2.31K	﹤0.01%	1799
2013 Q3	–	Sell	-295	Closed	-$14K	–	2212
2013 Q2	$14K	Buy	+295	New	+$12.7K	﹤0.01%	1349

Other funds holding MKTX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

WFG Advisors's MKTX Position: Q2 2015 in Review

WFG Advisors sold out of MarketAxess Holdings (MKTX) in Q2 2015, closing a stake of 41 shares — an estimated $3K sold.

WFG Advisors first reported a position in MKTX in Q2 2013 and held it in 4 quarters. The position peaked at $14K in Q2 2013. 224 funds tracked by Wall St. Rank hold MKTX as of Q2 2015.

WFG Advisors reported no remaining MarketAxess Holdings position as of Q2 2015 after selling out during the quarter.
WFG Advisors sold 41 MarketAxess Holdings shares in Q2 2015, an estimated $3K.
WFG Advisors first reported a position in MarketAxess Holdings in Q2 2013 and held it in 4 quarters.
WFG Advisors's MarketAxess Holdings position peaked at $14K in Q2 2013.
224 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.