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LBA Wealth Management’s CME Group CME Stock Holding History

LBA 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
2017
Q1 		$19K Buy
159
+43
+37% +$5.17K 0.01% 271
2016
Q4 		$13K Buy
+116
New +$12.9K 0.01% 296

Other funds holding CME

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LBA Wealth Management's CME Position: Q1 2017 in Review

LBA Wealth Management increased its CME Group (CME) stake by 37% in Q1 2017, buying an estimated $5.17K and bringing the position to 159 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #271.

LBA Wealth Management first reported a position in CME in Q4 2016 and has held it in 2 quarters since. 763 funds tracked by Wall St. Rank hold CME as of Q1 2017.

  • LBA Wealth Management held 159 shares of CME Group worth $19K as of Q1 2017.
  • LBA Wealth Management bought 43 CME Group shares in Q1 2017, an estimated $5.17K.
  • CME Group made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #271 holding.
  • LBA Wealth Management first reported a position in CME Group in Q4 2016 and has held it in 2 quarters since.
  • 763 funds tracked by Wall St. Rank held CME Group as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.