LifePlan Financial Group’s CME Group CME Stock Holding History

LifePlan Financial Group’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 Q3	$191K	Hold	1,142	–	–	0.08%	135
2020 Q2	$186K	Hold	1,142	–	–	0.08%	129
2020 Q1	$197K	Hold	1,142	–	–	0.11%	116
2019 Q4	$229K	Sell	1,142 -642	-36%	-$132K	0.1%	125
2019 Q3	$377K	Hold	1,784	–	–	0.18%	94
2019 Q2	$346K	Hold	1,784	–	–	0.17%	95
2019 Q1	$294K	Hold	1,784	–	–	0.16%	103
2018 Q4	$336K	Hold	1,784	–	–	0.21%	81
2018 Q3	$304K	Hold	1,784	–	–	0.16%	98
2018 Q2	$292K	Buy	1,784 +983	+123%	+$161K	0.16%	97
2018 Q1	$130K	Buy	+801	New	+$128K	0.08%	142

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LifePlan Financial Group's CME Position: Q3 2020 in Review

LifePlan Financial Group held its CME Group (CME) position steady in Q3 2020 at 1,142 shares worth $191K. The position accounts for 0.08% of the portfolio, ranked #135.

LifePlan Financial Group first reported a position in CME in Q1 2018 and has held it in 11 quarters since. The position peaked at $377K in Q3 2019. 996 funds tracked by Wall St. Rank hold CME as of Q3 2020.

LifePlan Financial Group held 1,142 shares of CME Group worth $191K as of Q3 2020.
LifePlan Financial Group left its CME Group share count unchanged in Q3 2020.
CME Group made up 0.08% of LifePlan Financial Group's portfolio in Q3 2020, its #135 holding.
LifePlan Financial Group first reported a position in CME Group in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's CME Group position peaked at $377K in Q3 2019.
996 funds tracked by Wall St. Rank held CME Group as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.