Avantax Planning Partners’s CME Group CME Stock Holding History

Avantax Planning Partners’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
2019 Q4	–	Sell	-959	Closed	-$203K	–	310
2019 Q3	$203K	Buy	+959	New	+$200K	0.01%	294
2018 Q4	–	Sell	-774	Closed	-$132K	–	445
2018 Q3	$132K	Buy	+774	New	+$130K	0.01%	290
2018 Q2	–	Sell	-1,013	Closed	-$164K	–	461
2018 Q1	$164K	Buy	+1,013	New	+$161K	0.01%	326
2017 Q4	–	Sell	-2,939	Closed	-$399K	–	322
2017 Q3	$399K	Buy	2,939 +2	+0.1%	+$253	0.03%	238
2017 Q2	$368K	Buy	2,937 +13	+0.4%	+$1.55K	0.03%	226
2017 Q1	$347K	Sell	2,924 -1,401	-32%	-$168K	0.03%	226
2016 Q4	$499K	Buy	+4,325	New	+$481K	0.05%	162

Other funds holding CME

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's CME Position: Q4 2019 in Review

Avantax Planning Partners sold out of CME Group (CME) in Q4 2019, closing a stake of 959 shares — an estimated $203K sold.

Avantax Planning Partners first reported a position in CME in Q4 2016 and held it in 7 quarters. The position peaked at $499K in Q4 2016. 1,060 funds tracked by Wall St. Rank hold CME as of Q4 2019.

Avantax Planning Partners reported no remaining CME Group position as of Q4 2019 after selling out during the quarter.
Avantax Planning Partners sold 959 CME Group shares in Q4 2019, an estimated $203K.
Avantax Planning Partners first reported a position in CME Group in Q4 2016 and held it in 7 quarters.
Avantax Planning Partners's CME Group position peaked at $499K in Q4 2016.
1,060 funds tracked by Wall St. Rank held CME Group as of Q4 2019.

Based on Avantax Planning Partners's 13F filing for Q4 2019, filed 15 Jan 2020.