Gary Goldberg Planning Services’s CME Group CME Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$8.87M	Hold	100,000	–	–	3.72%	8
2014 Q3	$8M	Hold	100,000	–	–	3.33%	7
2014 Q2	$7.09M	Hold	100,000	–	–	3.12%	7
2014 Q1	$7.4M	Hold	100,000	–	–	3.61%	6
2013 Q4	$7.85M	Hold	100,000	–	–	4.56%	2
2013 Q3	$7.39M	Hold	100,000	–	–	4.48%	2
2013 Q2	$7.59M	Buy	+100,000	New	+$6.56M	4.85%	2

Other funds holding CME

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Gary Goldberg Planning Services's CME Position: Q4 2014 in Review

Gary Goldberg Planning Services held its CME Group (CME) position steady in Q4 2014 at 100,000 shares worth $8.87M. The position accounts for 3.72% of the portfolio, ranked #8.

Gary Goldberg Planning Services first reported a position in CME in Q2 2013 and has held it in 7 quarters since. 585 funds tracked by Wall St. Rank hold CME as of Q4 2014.

Gary Goldberg Planning Services held 100,000 shares of CME Group worth $8.87M as of Q4 2014.
Gary Goldberg Planning Services left its CME Group share count unchanged in Q4 2014.
CME Group made up 3.72% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #8 holding.
Gary Goldberg Planning Services first reported a position in CME Group in Q2 2013 and has held it in 7 quarters since.
585 funds tracked by Wall St. Rank held CME Group as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.