Clear Perspective Advisors’s CME Group CME Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-258	Closed	-$42K	–	186
2018 Q2	$42K	Sell	258 -2,925	-92%	-$478K	0.03%	265
2018 Q1	$111K	Buy	3,183 +2,958	+1,315%	+$471K	0.08%	177
2017 Q4	$33K	Hold	225	–	–	0.03%	257
2017 Q3	$31K	Sell	225 -300	-57%	-$37.9K	0.03%	262
2017 Q2	$66K	Sell	525 -25	-5%	-$2.99K	0.06%	200
2017 Q1	$65K	Sell	550 -5,409	-91%	-$651K	0.04%	194
2016 Q4	$687K	Buy	+5,959	New	+$663K	0.46%	51

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Clear Perspective Advisors's CME Position: Q3 2018 in Review

Clear Perspective Advisors sold out of CME Group (CME) in Q3 2018, closing a stake of 258 shares — an estimated $42K sold.

Clear Perspective Advisors first reported a position in CME in Q4 2016 and held it in 7 quarters. The position peaked at $687K in Q4 2016. 943 funds tracked by Wall St. Rank hold CME as of Q3 2018.

Clear Perspective Advisors reported no remaining CME Group position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 258 CME Group shares in Q3 2018, an estimated $42K.
Clear Perspective Advisors first reported a position in CME Group in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's CME Group position peaked at $687K in Q4 2016.
943 funds tracked by Wall St. Rank held CME Group as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.