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Independence Trust’s CME Group CME Stock Holding History

Independence Trust’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
Q4 		$305K Sell
2,087
-8
-0.4% -$1.14K 0.34% 48
2017
Q3 		$284K Sell
2,095
-72
-3% -$9.1K 0.32% 56
2017
Q2 		$271K Sell
2,167
-25
-1% -$2.99K 0.32% 57
2017
Q1 		$260K Sell
2,192
-199
-8% -$23.9K 0.33% 59
2016
Q4 		$276K Hold
2,391
– – 0.38% 59
2016
Q3 		$250K Buy
+2,391
New +$250K 0.41% 44

Other funds holding CME

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Independence Trust's CME Position: Q4 2017 in Review

Independence Trust reduced its CME Group (CME) stake by 0.38% in Q4 2017, selling an estimated $1.14K and leaving 2,087 shares worth $305K. The position accounts for 0.34% of the portfolio, ranked #48.

Independence Trust first reported a position in CME in Q3 2016 and has held it in 6 quarters since. 856 funds tracked by Wall St. Rank hold CME as of Q4 2017.

  • Independence Trust held 2,087 shares of CME Group worth $305K as of Q4 2017.
  • Independence Trust sold 8 CME Group shares in Q4 2017, an estimated $1.14K.
  • CME Group made up 0.34% of Independence Trust's portfolio in Q4 2017, its #48 holding.
  • Independence Trust first reported a position in CME Group in Q3 2016 and has held it in 6 quarters since.
  • 856 funds tracked by Wall St. Rank held CME Group as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.