Moller Wealth Partners’s CME Group CME Stock Holding History

Moller Wealth Partners’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	–	Sell	-2,451	Closed	-$398K	–	44
2020 Q2	$398K	Sell	2,451 -185	-7%	-$33.2K	0.17%	37
2020 Q1	$456K	Sell	2,636 -370	-12%	-$73.6K	0.24%	34
2019 Q4	$603K	Hold	3,006	–	–	0.27%	35
2019 Q3	$635K	Buy	3,006 +1,255	+72%	+$262K	0.31%	34
2019 Q2	$340K	Sell	1,751 -50	-3%	-$9.22K	0.17%	41
2019 Q1	$296K	Sell	1,801 -3,944	-69%	-$697K	0.13%	46
2018 Q4	$1.03M	Buy	5,745 +3,944	+219%	+$728K	0.67%	25
2018 Q3	$307K	Hold	1,801	–	–	0.13%	36
2018 Q2	$295K	Hold	1,801	–	–	0.11%	37
2018 Q1	$291K	Hold	1,801	–	–	0.13%	36
2017 Q4	$263K	Hold	1,801	–	–	0.1%	43
2017 Q3	$244K	Sell	1,801 -100	-5%	-$12.6K	0.09%	40
2017 Q2	$238K	Hold	1,901	–	–	0.1%	42
2017 Q1	$226K	Hold	1,901	–	–	0.1%	43
2016 Q4	$219K	Buy	+1,901	New	+$212K	0.11%	41
2014 Q4	–	Sell	-16,166	Closed	-$1.29M	–	47
2014 Q3	$1.29M	Hold	16,166	–	–	0.61%	22
2014 Q2	$1.15M	Hold	16,166	–	–	0.52%	23
2014 Q1	$1.2M	Hold	16,166	–	–	0.61%	25
2013 Q4	$1.27M	Sell	16,166 -175	-1%	-$13.7K	0.68%	24
2013 Q3	$1.21M	Buy	16,341 +9,465	+138%	+$697K	0.76%	25
2013 Q2	$522K	Buy	+6,876	New	+$451K	0.38%	34

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

Moller Wealth Partners's CME Position: Q3 2020 in Review

Moller Wealth Partners sold out of CME Group (CME) in Q3 2020, closing a stake of 2,451 shares — an estimated $398K sold.

Moller Wealth Partners first reported a position in CME in Q2 2013 and held it in 21 quarters. The position peaked at $1.29M in Q3 2014. 997 funds tracked by Wall St. Rank hold CME as of Q3 2020.

Moller Wealth Partners reported no remaining CME Group position as of Q3 2020 after selling out during the quarter.
Moller Wealth Partners sold 2,451 CME Group shares in Q3 2020, an estimated $398K.
Moller Wealth Partners first reported a position in CME Group in Q2 2013 and held it in 21 quarters.
Moller Wealth Partners's CME Group position peaked at $1.29M in Q3 2014.
997 funds tracked by Wall St. Rank held CME Group as of Q3 2020.

Based on Moller Wealth Partners's 13F filing for Q3 2020, filed 19 Oct 2020.