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Fortis Advisors’s CME Group CME Stock Holding History

Fortis 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
2020
Q1 		– Sell
-455
Closed -$91K – 327
2019
Q4 		$91K Hold
455
– – 0.06% 182
2019
Q3 		$96K Hold
455
– – 0.05% 182
2019
Q2 		$88K Hold
455
– – 0.04% 190
2019
Q1 		$75K Sell
455
-100
-18% -$17.7K 0.04% 193
2018
Q4 		$104K Hold
555
– – 0.06% 164
2018
Q3 		$94K Hold
555
– – 0.05% 161
2018
Q2 		$91K Buy
555
+455
+455% +$74.3K 0.05% 160
2018
Q1 		$16K Hold
100
– – 0.01% 226
2017
Q4 		$15K Hold
100
– – 0.01% 213
2017
Q3 		$14K Buy
+100
New +$12.6K 0.01% 216

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fortis Advisors's CME Position: Q1 2020 in Review

Fortis Advisors sold out of CME Group (CME) in Q1 2020, closing a stake of 455 shares — an estimated $91K sold.

Fortis Advisors first reported a position in CME in Q3 2017 and held it in 10 quarters. The position peaked at $104K in Q4 2018. 1,029 funds tracked by Wall St. Rank hold CME as of Q1 2020.

  • Fortis Advisors reported no remaining CME Group position as of Q1 2020 after selling out during the quarter.
  • Fortis Advisors sold 455 CME Group shares in Q1 2020, an estimated $91K.
  • Fortis Advisors first reported a position in CME Group in Q3 2017 and held it in 10 quarters.
  • Fortis Advisors's CME Group position peaked at $104K in Q4 2018.
  • 1,029 funds tracked by Wall St. Rank held CME Group as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.