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Insight Wealth Strategies’s CME Group CME Stock Holding History

Insight Wealth Strategies’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
2019
Q4 		– Sell
-4,264
Closed -$901K – 200
2019
Q3 		$901K Buy
4,264
+184
+5% +$38.4K 0.21% 74
2019
Q2 		$792K Buy
4,080
+27
+0.7% +$4.98K 0.19% 77
2019
Q1 		$667K Buy
4,053
+50
+1% +$8.84K 0.19% 81
2018
Q4 		$753K Buy
+4,003
New +$739K 0.23% 65

Other funds holding CME

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Insight Wealth Strategies's CME Position: Q4 2019 in Review

Insight Wealth Strategies sold out of CME Group (CME) in Q4 2019, closing a stake of 4,264 shares — an estimated $901K sold.

Insight Wealth Strategies first reported a position in CME in Q4 2018 and held it in 4 quarters. The position peaked at $901K in Q3 2019. 1,060 funds tracked by Wall St. Rank hold CME as of Q4 2019.

  • Insight Wealth Strategies reported no remaining CME Group position as of Q4 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 4,264 CME Group shares in Q4 2019, an estimated $901K.
  • Insight Wealth Strategies first reported a position in CME Group in Q4 2018 and held it in 4 quarters.
  • Insight Wealth Strategies's CME Group position peaked at $901K in Q3 2019.
  • 1,060 funds tracked by Wall St. Rank held CME Group as of Q4 2019.

Based on Insight Wealth Strategies's 13F filing for Q4 2019, filed 21 Feb 2020.