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

TRUE 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
2021 Q1	–	Sell	-488	Closed	-$90K	–	313
2020 Q4	$90K	Hold	488	–	–	0.02%	285
2020 Q3	$81K	Hold	488	–	–	0.01%	276
2020 Q2	$79K	Hold	488	–	–	0.01%	270
2020 Q1	$84K	Buy	+488	New	+$97.1K	0.02%	226
2019 Q3	–	Sell	-9	Closed	-$1K	–	306
2019 Q2	$1K	Buy	+9	New	+$1.66K	﹤0.01%	751
2019 Q1	–	Sell	-1,474	Closed	-$279K	–	211
2018 Q4	$279K	Sell	1,474 -860	-37%	-$159K	0.05%	189
2018 Q3	$397K	Buy	2,334 +42	+2%	+$7.07K	0.06%	195
2018 Q2	$375K	Buy	+2,292	New	+$374K	0.06%	188

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TRUE Private Wealth Advisors's CME Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of CME Group (CME) in Q1 2021, closing a stake of 488 shares — an estimated $90K sold.

TRUE Private Wealth Advisors first reported a position in CME in Q2 2018 and held it in 8 quarters. The position peaked at $397K in Q3 2018. 1,062 funds tracked by Wall St. Rank hold CME as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining CME Group position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 488 CME Group shares in Q1 2021, an estimated $90K.
TRUE Private Wealth Advisors first reported a position in CME Group in Q2 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's CME Group position peaked at $397K in Q3 2018.
1,062 funds tracked by Wall St. Rank held CME Group as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.