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Avitas Wealth Management’s Cboe Global Markets CBOE Stock Holding History

Avitas Wealth Management’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-17,072
Closed -$1.78M – 156
2018
Q2 		$1.78M Buy
+17,072
New +$1.8M 0.55% 86

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Avitas Wealth Management's CBOE Position: Q3 2018 in Review

Avitas Wealth Management sold out of Cboe Global Markets (CBOE) in Q3 2018, closing a stake of 17,072 shares — an estimated $1.78M sold.

Avitas Wealth Management first reported a position in CBOE in Q2 2018 and held it in 1 quarter. The position peaked at $1.78M in Q2 2018. 405 funds tracked by Wall St. Rank hold CBOE as of Q3 2018.

  • Avitas Wealth Management reported no remaining Cboe Global Markets position as of Q3 2018 after selling out during the quarter.
  • Avitas Wealth Management sold 17,072 Cboe Global Markets shares in Q3 2018, an estimated $1.78M.
  • Avitas Wealth Management first reported a position in Cboe Global Markets in Q2 2018 and held it in 1 quarter.
  • Avitas Wealth Management's Cboe Global Markets position peaked at $1.78M in Q2 2018.
  • 405 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2018.

Based on Avitas Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.