Reilly Financial Advisors’s CME Group CME Stock Holding History

Reilly Financial Advisors’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 Q4	$12K	Hold	52	–	–	﹤0.01%	677
2021 Q3	$10K	Hold	52	–	–	﹤0.01%	657
2021 Q2	$11K	Buy	52 +46	+767%	+$9.71K	﹤0.01%	682
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	977
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	844
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	788
2020 Q2	$1K	Hold	6	–	–	﹤0.01%	842
2020 Q1	$1K	Sell	6 -185	-97%	-$36.8K	﹤0.01%	828
2019 Q4	$38K	Hold	191	–	–	﹤0.01%	378
2019 Q3	$40K	Hold	191	–	–	﹤0.01%	369
2019 Q2	$37K	Hold	191	–	–	﹤0.01%	407
2019 Q1	$31K	Hold	191	–	–	﹤0.01%	431
2018 Q4	$36K	Hold	191	–	–	0.01%	384
2018 Q3	$33K	Buy	191 +6	+3%	+$1.01K	﹤0.01%	432
2018 Q2	$30K	Hold	185	–	–	﹤0.01%	402
2018 Q1	$30K	Buy	+185	New	+$29.4K	﹤0.01%	378
2015 Q4	–	Sell	-100	Closed	-$9K	–	1237
2015 Q3	$9K	Hold	100	–	–	﹤0.01%	807
2015 Q2	$9K	Buy	+100	New	+$9.33K	﹤0.01%	903

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 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Reilly Financial Advisors's CME Position: Q4 2021 in Review

Reilly Financial Advisors held its CME Group (CME) position steady in Q4 2021 at 52 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Reilly Financial Advisors first reported a position in CME in Q2 2015 and has held it in 18 quarters since. The position peaked at $40K in Q3 2019. 1,148 funds tracked by Wall St. Rank hold CME as of Q4 2021.

Reilly Financial Advisors held 52 shares of CME Group worth $12K as of Q4 2021.
Reilly Financial Advisors left its CME Group share count unchanged in Q4 2021.
CME Group made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #677 holding.
Reilly Financial Advisors first reported a position in CME Group in Q2 2015 and has held it in 18 quarters since.
Reilly Financial Advisors's CME Group position peaked at $40K in Q3 2019.
1,148 funds tracked by Wall St. Rank held CME Group as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.