1776 Wealth’s CME Group CME Stock Holding History

1776 Wealth’s Portfolio CME Stock Details CME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-409	Closed	-$66K	–	143
2020 Q2	$66K	Buy	409 +18	+5%	+$3.23K	0.05%	177
2020 Q1	$67K	Buy	391 +71	+22%	+$14.1K	0.06%	158
2019 Q4	$64K	Buy	+320	New	+$65.6K	0.05%	163

Other funds holding CME

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

1776 Wealth's CME Position: Q3 2020 in Review

1776 Wealth sold out of CME Group (CME) in Q3 2020, closing a stake of 409 shares — an estimated $66K sold.

1776 Wealth first reported a position in CME in Q4 2019 and held it in 3 quarters. The position peaked at $67K in Q1 2020. 997 funds tracked by Wall St. Rank hold CME as of Q3 2020.

1776 Wealth reported no remaining CME Group position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 409 CME Group shares in Q3 2020, an estimated $66K.
1776 Wealth first reported a position in CME Group in Q4 2019 and held it in 3 quarters.
1776 Wealth's CME Group position peaked at $67K in Q1 2020.
997 funds tracked by Wall St. Rank held CME Group as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.