Hefty Wealth Partners’s CME Group CME Stock Holding History

Hefty Wealth Partners’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
2018 Q1	–	Sell	-662	Closed	-$97K	–	245
2017 Q4	$97K	Sell	662 -4	-0.6%	-$570	0.06%	105
2017 Q3	$90K	Sell	666 -193	-22%	-$24.4K	0.06%	105
2017 Q2	$107K	Sell	859 -728	-46%	-$87.1K	0.07%	92
2017 Q1	$188K	Sell	1,587 -2,053	-56%	-$247K	0.14%	79
2016 Q4	$419K	Sell	3,640 -5,913	-62%	-$658K	0.35%	63
2016 Q3	$998K	Buy	9,553 +980	+11%	+$102K	0.76%	47
2016 Q2	$835K	Buy	8,573 +680	+9%	+$64.3K	0.69%	56
2016 Q1	$758K	Buy	+7,893	New	+$718K	0.71%	55

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 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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Hefty Wealth Partners's CME Position: Q1 2018 in Review

Hefty Wealth Partners sold out of CME Group (CME) in Q1 2018, closing a stake of 662 shares — an estimated $97K sold.

Hefty Wealth Partners first reported a position in CME in Q1 2016 and held it in 8 quarters. The position peaked at $998K in Q3 2016. 898 funds tracked by Wall St. Rank hold CME as of Q1 2018.

Hefty Wealth Partners reported no remaining CME Group position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 662 CME Group shares in Q1 2018, an estimated $97K.
Hefty Wealth Partners first reported a position in CME Group in Q1 2016 and held it in 8 quarters.
Hefty Wealth Partners's CME Group position peaked at $998K in Q3 2016.
898 funds tracked by Wall St. Rank held CME Group as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.