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RKL Wealth Management’s CME Group CME Stock Holding History

RKL Wealth Management’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
2019
Q4 		– Sell
-1,788
Closed -$378K – 121
2019
Q3 		$378K Sell
1,788
-15
-0.8% -$3.13K 0.07% 103
2019
Q2 		$351K Hold
1,803
– – 0.06% 109
2019
Q1 		$295K Buy
1,803
+10
+0.6% +$1.77K 0.06% 114
2018
Q4 		$338K Buy
1,793
+7
+0.4% +$1.29K 0.08% 105
2018
Q3 		$306K Sell
1,786
-35
-2% -$5.89K 0.07% 113
2018
Q2 		$297K Sell
1,821
-45
-2% -$7.35K 0.07% 118
2018
Q1 		$300K Sell
1,866
-8
-0.4% -$1.27K 0.07% 120
2017
Q4 		$274K Sell
1,874
-325
-15% -$46.3K 0.07% 125
2017
Q3 		$297K Hold
2,199
– – 0.08% 128
2017
Q2 		$276K Buy
+2,199
New +$263K 0.09% 125

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RKL Wealth Management's CME Position: Q4 2019 in Review

RKL Wealth Management sold out of CME Group (CME) in Q4 2019, closing a stake of 1,788 shares — an estimated $378K sold.

RKL Wealth Management first reported a position in CME in Q2 2017 and held it in 10 quarters. The position peaked at $378K in Q3 2019. 1,060 funds tracked by Wall St. Rank hold CME as of Q4 2019.

  • RKL Wealth Management reported no remaining CME Group position as of Q4 2019 after selling out during the quarter.
  • RKL Wealth Management sold 1,788 CME Group shares in Q4 2019, an estimated $378K.
  • RKL Wealth Management first reported a position in CME Group in Q2 2017 and held it in 10 quarters.
  • RKL Wealth Management's CME Group position peaked at $378K in Q3 2019.
  • 1,060 funds tracked by Wall St. Rank held CME Group as of Q4 2019.

Based on RKL Wealth Management's 13F filing for Q4 2019, filed 4 Feb 2020.