Jackson Wealth Management’s CME Group CME Stock Holding History

Jackson 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
2020 Q1	–	Sell	-17,700	Closed	-$3.7M	–	110
2019 Q4	$3.7M	Sell	17,700 -620	-3%	-$127K	0.61%	48
2019 Q3	$3.96M	Buy	18,320 +2,767	+18%	+$578K	0.83%	34
2019 Q2	$3.15M	Buy	15,553 +242	+2%	+$44.6K	0.69%	36
2019 Q1	$2.52M	Buy	15,311 +275	+2%	+$48.6K	0.62%	45
2018 Q4	$2.73M	Sell	15,036 -81	-0.5%	-$15K	0.82%	34
2018 Q3	$2.57M	Buy	15,117 +687	+5%	+$116K	0.54%	45
2018 Q2	$2.45M	Sell	14,430 -108	-0.7%	-$17.6K	0.57%	45
2018 Q1	$2.33M	Sell	14,538 -2,573	-15%	-$410K	0.65%	39
2017 Q4	$2.61M	Buy	17,111 +61	+0.4%	+$8.69K	0.66%	42
2017 Q3	$2.34M	Buy	17,050 +1,006	+6%	+$127K	0.63%	39
2017 Q2	$1.99M	Buy	+16,044	New	+$1.92M	0.63%	39

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

Jackson Wealth Management's CME Position: Q1 2020 in Review

Jackson Wealth Management sold out of CME Group (CME) in Q1 2020, closing a stake of 17,700 shares — an estimated $3.7M sold.

Jackson Wealth Management first reported a position in CME in Q2 2017 and held it in 11 quarters. The position peaked at $3.96M in Q3 2019. 1,030 funds tracked by Wall St. Rank hold CME as of Q1 2020.

Jackson Wealth Management reported no remaining CME Group position as of Q1 2020 after selling out during the quarter.
Jackson Wealth Management sold 17,700 CME Group shares in Q1 2020, an estimated $3.7M.
Jackson Wealth Management first reported a position in CME Group in Q2 2017 and held it in 11 quarters.
Jackson Wealth Management's CME Group position peaked at $3.96M in Q3 2019.
1,030 funds tracked by Wall St. Rank held CME Group as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.