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Sound View Wealth Advisors’s CME Group CME Stock Holding History

Sound View Wealth 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
2019
Q1 		$1.5M Sell
9,135
-959
-10% -$170K 0.47% 65
2018
Q4 		$1.9M Buy
+10,094
New +$1.86M 0.69% 43

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sound View Wealth Advisors's CME Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its CME Group (CME) stake by 9.5% in Q1 2019, selling an estimated $170K and leaving 9,135 shares worth $1.5M. The position accounts for 0.47% of the portfolio, ranked #65.

Sound View Wealth Advisors first reported a position in CME in Q4 2018 and has held it in 2 quarters since. The position peaked at $1.9M in Q4 2018. 1,001 funds tracked by Wall St. Rank hold CME as of Q1 2019.

  • Sound View Wealth Advisors held 9,135 shares of CME Group worth $1.5M as of Q1 2019.
  • Sound View Wealth Advisors sold 959 CME Group shares in Q1 2019, an estimated $170K.
  • CME Group made up 0.47% of Sound View Wealth Advisors's portfolio in Q1 2019, its #65 holding.
  • Sound View Wealth Advisors first reported a position in CME Group in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's CME Group position peaked at $1.9M in Q4 2018.
  • 1,001 funds tracked by Wall St. Rank held CME Group as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.