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Gupta Wealth Management’s CME Group CME Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$8K Sell
80
-25
-24% -$2.27K ﹤0.01% 891
2015
Q4 		$10K Hold
105
– – ﹤0.01% 875
2015
Q3 		$10K Sell
105
-45
-30% -$4.28K ﹤0.01% 901
2015
Q2 		$14K Buy
150
+45
+43% +$4.2K ﹤0.01% 823
2015
Q1 		$10K Buy
+105
New +$9.73K ﹤0.01% 750

Other funds holding CME

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Gupta Wealth Management's CME Position: Q1 2016 in Review

Gupta Wealth Management reduced its CME Group (CME) stake by 24% in Q1 2016, selling an estimated $2.27K and leaving 80 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Gupta Wealth Management first reported a position in CME in Q1 2015 and has held it in 5 quarters since. The position peaked at $14K in Q2 2015. 633 funds tracked by Wall St. Rank hold CME as of Q1 2016.

  • Gupta Wealth Management held 80 shares of CME Group worth $8K as of Q1 2016.
  • Gupta Wealth Management sold 25 CME Group shares in Q1 2016, an estimated $2.27K.
  • CME Group made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #891 holding.
  • Gupta Wealth Management first reported a position in CME Group in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's CME Group position peaked at $14K in Q2 2015.
  • 633 funds tracked by Wall St. Rank held CME Group as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.