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Summit Financial Group’s CME Group CME Stock Holding History

Summit Financial Group’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
Q3 		– Sell
-1,875
Closed -$364K – 158
2019
Q2 		$364K Sell
1,875
-175
-9% -$32.3K 0.16% 114
2019
Q1 		$337K Hold
2,050
– – 0.26% 84
2018
Q4 		$386K Hold
2,050
– – 0.33% 78
2018
Q3 		$349K Hold
2,050
– – 0.26% 84
2018
Q2 		$336K Hold
2,050
– – 0.26% 87
2018
Q1 		$332K Hold
2,050
– – 0.26% 94
2017
Q4 		$299K Sell
2,050
-175
-8% -$24.9K 0.24% 93
2017
Q3 		$302K Buy
+2,225
New +$281K 0.25% 91

Other funds holding CME

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Financial Group's CME Position: Q3 2019 in Review

Summit Financial Group sold out of CME Group (CME) in Q3 2019, closing a stake of 1,875 shares — an estimated $364K sold.

Summit Financial Group first reported a position in CME in Q3 2017 and held it in 8 quarters. The position peaked at $386K in Q4 2018. 992 funds tracked by Wall St. Rank hold CME as of Q3 2019.

  • Summit Financial Group reported no remaining CME Group position as of Q3 2019 after selling out during the quarter.
  • Summit Financial Group sold 1,875 CME Group shares in Q3 2019, an estimated $364K.
  • Summit Financial Group first reported a position in CME Group in Q3 2017 and held it in 8 quarters.
  • Summit Financial Group's CME Group position peaked at $386K in Q4 2018.
  • 992 funds tracked by Wall St. Rank held CME Group as of Q3 2019.

Based on Summit Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.