Gideon Capital Advisors’s CME Group CME Stock Holding History

Gideon Capital 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	-7,256	Closed	-$1.46M	–	41
2019 Q4	$1.46M	Buy	7,256 +4,680	+182%	+$960K	0.5%	78
2019 Q3	$544K	Sell	2,576 -5,070	-66%	-$1.06M	0.18%	171
2019 Q2	$1.48M	Sell	7,646 -5,063	-40%	-$933K	0.51%	64
2019 Q1	$2.09M	Buy	+12,709	New	+$2.25M	0.75%	29
2018 Q1	–	Sell	-2,396	Closed	-$350K	–	363
2017 Q4	$350K	Buy	+2,396	New	+$341K	0.31%	110
2016 Q1	–	Sell	-17,463	Closed	-$1.58M	–	158
2015 Q4	$1.58M	Buy	17,463 +2,086	+14%	+$196K	1.15%	15
2015 Q3	$1.43M	Buy	+15,377	New	+$1.46M	0.83%	35
2015 Q2	–	Sell	-22,015	Closed	-$2.08M	–	243
2015 Q1	$2.08M	Buy	+22,015	New	+$2.04M	0.84%	33
2014 Q2	–	Sell	-2,990	Closed	-$221K	–	254
2014 Q1	$221K	Buy	+2,990	New	+$226K	0.12%	184

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gideon Capital Advisors's CME Position: Q1 2020 in Review

Gideon Capital Advisors sold out of CME Group (CME) in Q1 2020, closing a stake of 7,256 shares — an estimated $1.46M sold.

Gideon Capital Advisors first reported a position in CME in Q1 2014 and held it in 9 quarters. The position peaked at $2.09M in Q1 2019. 1,030 funds tracked by Wall St. Rank hold CME as of Q1 2020.

Gideon Capital Advisors reported no remaining CME Group position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 7,256 CME Group shares in Q1 2020, an estimated $1.46M.
Gideon Capital Advisors first reported a position in CME Group in Q1 2014 and held it in 9 quarters.
Gideon Capital Advisors's CME Group position peaked at $2.09M in Q1 2019.
1,030 funds tracked by Wall St. Rank held CME Group as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.