WCM
CME icon

Wealthcare Capital Management’s CME Group CME Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-37
Closed -$8K – 182
2021
Q1 		$8K Buy
+37
New +$7.29K ﹤0.01% 304
2020
Q1 		– Sell
-31
Closed -$6K – 325
2019
Q4 		$6K Buy
+31
New +$6.36K ﹤0.01% 232
2015
Q2 		– Sell
-16
Closed -$2K – 474
2015
Q1 		$2K Buy
+16
New +$1.48K ﹤0.01% 799

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wealthcare Capital Management's CME Position: Q2 2021 in Review

Wealthcare Capital Management sold out of CME Group (CME) in Q2 2021, closing a stake of 37 shares — an estimated $8K sold.

Wealthcare Capital Management first reported a position in CME in Q1 2015 and held it in 3 quarters. The position peaked at $8K in Q1 2021. 1,086 funds tracked by Wall St. Rank hold CME as of Q2 2021.

  • Wealthcare Capital Management reported no remaining CME Group position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 37 CME Group shares in Q2 2021, an estimated $8K.
  • Wealthcare Capital Management first reported a position in CME Group in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's CME Group position peaked at $8K in Q1 2021.
  • 1,086 funds tracked by Wall St. Rank held CME Group as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.