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Polaris Wealth Advisory Group’s CME Group CME Stock Holding History

Polaris Wealth Advisory 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
Q1 		– Sell
-1,826
Closed -$378K – 130
2019
Q4 		$378K Buy
+1,826
New +$375K 0.03% 120

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Polaris Wealth Advisory Group's CME Position: Q1 2020 in Review

Polaris Wealth Advisory Group sold out of CME Group (CME) in Q1 2020, closing a stake of 1,826 shares — an estimated $378K sold.

Polaris Wealth Advisory Group first reported a position in CME in Q4 2019 and held it in 1 quarter. The position peaked at $378K in Q4 2019. 1,029 funds tracked by Wall St. Rank hold CME as of Q1 2020.

  • Polaris Wealth Advisory Group reported no remaining CME Group position as of Q1 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,826 CME Group shares in Q1 2020, an estimated $378K.
  • Polaris Wealth Advisory Group first reported a position in CME Group in Q4 2019 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's CME Group position peaked at $378K in Q4 2019.
  • 1,029 funds tracked by Wall St. Rank held CME Group as of Q1 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2020, filed 9 Apr 2020.