Berman Capital Advisors’s Cboe Global Markets CBOE Stock Holding History

Berman Capital Advisors’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
2021 Q3	$80K	Buy	647 +314	+94%	+$38.4K	0.01%	508
2021 Q2	$39K	Buy	333 +249	+296%	+$27.3K	0.01%	668
2021 Q1	$8K	Hold	84	–	–	﹤0.01%	1089
2020 Q4	$7K	Buy	84 +37	+79%	+$3.24K	﹤0.01%	1032
2020 Q3	$4K	Sell	47 -19	-29%	-$1.71K	﹤0.01%	1084
2020 Q2	$6K	Sell	66 -11	-14%	-$1.08K	﹤0.01%	925
2020 Q1	$6K	Buy	77 +8	+12%	+$895	﹤0.01%	827
2019 Q4	$8K	Hold	69	–	–	﹤0.01%	820
2019 Q3	$7K	Hold	69	–	–	﹤0.01%	828
2019 Q2	$7K	Buy	69 +31	+82%	+$3.21K	﹤0.01%	855
2019 Q1	$3K	Hold	38	–	–	﹤0.01%	982
2018 Q4	$3K	Buy	+38	New	+$3.96K	﹤0.01%	788

Other funds holding CBOE

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Berman Capital Advisors's CBOE Position: Q3 2021 in Review

Berman Capital Advisors increased its Cboe Global Markets (CBOE) stake by 94% in Q3 2021, buying an estimated $38.4K and bringing the position to 647 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #508.

Berman Capital Advisors first reported a position in CBOE in Q4 2018 and has held it in 12 quarters since. 497 funds tracked by Wall St. Rank hold CBOE as of Q3 2021.

Berman Capital Advisors held 647 shares of Cboe Global Markets worth $80K as of Q3 2021.
Berman Capital Advisors bought 314 Cboe Global Markets shares in Q3 2021, an estimated $38.4K.
Cboe Global Markets made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #508 holding.
Berman Capital Advisors first reported a position in Cboe Global Markets in Q4 2018 and has held it in 12 quarters since.
497 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.