Fusion Family Wealth’s CME Group CME Stock Holding History

Fusion Family Wealth’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
2017 Q2	–	Sell	-21	Closed	-$2K	–	292
2017 Q1	$2K	Sell	21 -129	-86%	-$15.5K	﹤0.01%	267
2016 Q4	$17K	Buy	+150	New	+$16.7K	0.01%	198

Other funds holding CME

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fusion Family Wealth's CME Position: Q2 2017 in Review

Fusion Family Wealth sold out of CME Group (CME) in Q2 2017, closing a stake of 21 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in CME in Q4 2016 and held it in 2 quarters. The position peaked at $17K in Q4 2016. 772 funds tracked by Wall St. Rank hold CME as of Q2 2017.

Fusion Family Wealth reported no remaining CME Group position as of Q2 2017 after selling out during the quarter.
Fusion Family Wealth sold 21 CME Group shares in Q2 2017, an estimated $2K.
Fusion Family Wealth first reported a position in CME Group in Q4 2016 and held it in 2 quarters.
Fusion Family Wealth's CME Group position peaked at $17K in Q4 2016.
772 funds tracked by Wall St. Rank held CME Group as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.