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CLA (CliftonLarsonAllen) Wealth Advisors’s CME Group CME Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2016
Q1 		– Sell
-13,358
Closed -$1.21M – 102
2015
Q4 		$1.21M Buy
13,358
+8
+0.1% +$753 0.2% 69
2015
Q3 		$1.24M Buy
+13,350
New +$1.27M 0.23% 65

Other funds holding CME

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's CME Position: Q1 2016 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of CME Group (CME) in Q1 2016, closing a stake of 13,358 shares — an estimated $1.21M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CME in Q3 2015 and held it in 2 quarters. The position peaked at $1.24M in Q3 2015. 632 funds tracked by Wall St. Rank hold CME as of Q1 2016.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining CME Group position as of Q1 2016 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 13,358 CME Group shares in Q1 2016, an estimated $1.21M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CME Group in Q3 2015 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's CME Group position peaked at $1.24M in Q3 2015.
  • 632 funds tracked by Wall St. Rank held CME Group as of Q1 2016.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2016, filed 27 Apr 2016.