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MPS Loria Financial Planners’s CME Group CME Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-297
Closed -$60K – 193
2021
Q1 		$60K Hold
297
– – 0.03% 150
2020
Q4 		$53K Sell
297
-94
-24% -$16K 0.02% 158
2020
Q3 		$65K Sell
391
-133
-25% -$22.4K 0.03% 129
2020
Q2 		$85K Buy
+524
New +$93.9K 0.05% 112
2017
Q3 		– Sell
-473
Closed -$60K – 133
2017
Q2 		$60K Buy
+473
New +$56.6K 0.04% 136

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

MPS Loria Financial Planners's CME Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of CME Group (CME) in Q2 2021, closing a stake of 297 shares — an estimated $60K sold.

MPS Loria Financial Planners first reported a position in CME in Q2 2017 and held it in 5 quarters. The position peaked at $85K in Q2 2020. 1,086 funds tracked by Wall St. Rank hold CME as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining CME Group position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 297 CME Group shares in Q2 2021, an estimated $60K.
  • MPS Loria Financial Planners first reported a position in CME Group in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's CME Group position peaked at $85K in Q2 2020.
  • 1,086 funds tracked by Wall St. Rank held CME Group as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.