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Rockefeller Financial Services’s CME Group CME Stock Holding History

Rockefeller Financial Services’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
2017
Q1 		– Sell
-21
Closed -$2K – 472
2016
Q4 		$2K Hold
21
– – ﹤0.01% 500
2016
Q3 		$2K Hold
21
– – ﹤0.01% 454
2016
Q2 		$2K Hold
21
– – ﹤0.01% 466
2016
Q1 		$2K Hold
21
– – ﹤0.01% 601
2015
Q4 		$2K Buy
+21
New +$1.98K ﹤0.01% 524
2014
Q3 		– Sell
-256
Closed -$18K – 502
2014
Q2 		$18K Buy
+256
New +$18K ﹤0.01% 478

Other funds holding CME

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rockefeller Financial Services's CME Position: Q1 2017 in Review

Rockefeller Financial Services sold out of CME Group (CME) in Q1 2017, closing a stake of 21 shares — an estimated $2K sold.

Rockefeller Financial Services first reported a position in CME in Q2 2014 and held it in 6 quarters. The position peaked at $18K in Q2 2014. 763 funds tracked by Wall St. Rank hold CME as of Q1 2017.

  • Rockefeller Financial Services reported no remaining CME Group position as of Q1 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 21 CME Group shares in Q1 2017, an estimated $2K.
  • Rockefeller Financial Services first reported a position in CME Group in Q2 2014 and held it in 6 quarters.
  • Rockefeller Financial Services's CME Group position peaked at $18K in Q2 2014.
  • 763 funds tracked by Wall St. Rank held CME Group as of Q1 2017.

Based on Rockefeller Financial Services's 13F filing for Q1 2017, filed 28 Apr 2017.