SteelBridge Private Wealth Advisors’s CME Group CME Stock Holding History

SteelBridge Private 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
2018 Q1	$285K	Hold	1,765	–	–	2.47%	16
2017 Q4	$264K	Sell	1,765 -51	-3%	-$7.26K	2.23%	20
2017 Q3	$246K	Sell	1,816 -216	-11%	-$27.3K	2.36%	19
2017 Q2	$254K	Hold	2,032	–	–	0.36%	57
2017 Q1	$241K	Buy	2,032 +357	+21%	+$42.9K	0.37%	55
2016 Q4	$203K	Buy	+1,675	New	+$186K	0.32%	60

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

SteelBridge Private Wealth Advisors's CME Position: Q1 2018 in Review

SteelBridge Private Wealth Advisors held its CME Group (CME) position steady in Q1 2018 at 1,765 shares worth $285K. The position accounts for 2.47% of the portfolio, ranked #16.

SteelBridge Private Wealth Advisors first reported a position in CME in Q4 2016 and has held it in 6 quarters since. 899 funds tracked by Wall St. Rank hold CME as of Q1 2018.

SteelBridge Private Wealth Advisors held 1,765 shares of CME Group worth $285K as of Q1 2018.
SteelBridge Private Wealth Advisors left its CME Group share count unchanged in Q1 2018.
CME Group made up 2.47% of SteelBridge Private Wealth Advisors's portfolio in Q1 2018, its #16 holding.
SteelBridge Private Wealth Advisors first reported a position in CME Group in Q4 2016 and has held it in 6 quarters since.
899 funds tracked by Wall St. Rank held CME Group as of Q1 2018.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q1 2018, filed 11 May 2018.