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Squar Milner Financial Services’s CME Group CME Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-960
Closed -$165K – 302
2020
Q1 		$165K Hold
960
– – 0.1% 192
2019
Q4 		$192K Buy
+960
New +$197K 0.1% 206
2019
Q3 		– Sell
-960
Closed -$186K – 310
2019
Q2 		$186K Buy
+960
New +$177K 0.13% 173

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Squar Milner Financial Services's CME Position: Q2 2020 in Review

Squar Milner Financial Services sold out of CME Group (CME) in Q2 2020, closing a stake of 960 shares — an estimated $165K sold.

Squar Milner Financial Services first reported a position in CME in Q2 2019 and held it in 3 quarters. The position peaked at $192K in Q4 2019. 1,045 funds tracked by Wall St. Rank hold CME as of Q2 2020.

  • Squar Milner Financial Services reported no remaining CME Group position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 960 CME Group shares in Q2 2020, an estimated $165K.
  • Squar Milner Financial Services first reported a position in CME Group in Q2 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's CME Group position peaked at $192K in Q4 2019.
  • 1,045 funds tracked by Wall St. Rank held CME Group as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.