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Wealthfront’s CME Group CME Stock Holding History

Wealthfront’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
Q3 		$2.2M Sell
12,914
-1,839
-12% -$310K 0.02% 115
2018
Q2 		$2.42M Buy
14,753
+771
+6% +$126K 0.02% 105
2018
Q1 		$2.26M Buy
13,982
+721
+5% +$115K 0.02% 118
2017
Q4 		$1.94M Buy
13,261
+975
+8% +$139K 0.02% 128
2017
Q3 		$1.67M Buy
12,286
+2,774
+29% +$350K 0.02% 128
2017
Q2 		$1.19M Buy
9,512
+1,048
+12% +$125K 0.02% 134
2017
Q1 		$1.01M Buy
8,464
+85
+1% +$10.2K 0.02% 136
2016
Q4 		$967K Buy
8,379
+400
+5% +$44.5K 0.02% 120
2016
Q3 		$834K Buy
7,979
+915
+13% +$95.5K 0.02% 121
2016
Q2 		$688K Buy
7,064
+344
+5% +$32.5K 0.02% 132
2016
Q1 		$645K Buy
6,720
+2,256
+51% +$205K 0.02% 125
2015
Q4 		$404K Sell
4,464
-1,408
-24% -$133K 0.01% 168
2015
Q3 		$545K Buy
5,872
+1,466
+33% +$139K 0.02% 123
2015
Q2 		$410K Buy
4,406
+280
+7% +$26.1K 0.02% 139
2015
Q1 		$391K Buy
4,126
+491
+14% +$45.5K 0.02% 110
2014
Q4 		$322K Buy
3,635
+1,200
+49% +$102K 0.02% 114
2014
Q3 		$195K Buy
2,435
+1,042
+75% +$78.5K 0.01% 161
2014
Q2 		$101K Buy
1,393
+625
+81% +$44K 0.01% 216
2014
Q1 		$56K Buy
+768
New +$57.9K 0.01% 235

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront's CME Position: Q3 2018 in Review

Wealthfront reduced its CME Group (CME) stake by 12% in Q3 2018, selling an estimated $310K and leaving 12,914 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #115.

Wealthfront first reported a position in CME in Q1 2014 and has held it in 19 quarters since. The position peaked at $2.42M in Q2 2018. 943 funds tracked by Wall St. Rank hold CME as of Q3 2018.

  • Wealthfront held 12,914 shares of CME Group worth $2.2M as of Q3 2018.
  • Wealthfront sold 1,839 CME Group shares in Q3 2018, an estimated $310K.
  • CME Group made up 0.02% of Wealthfront's portfolio in Q3 2018, its #115 holding.
  • Wealthfront first reported a position in CME Group in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's CME Group position peaked at $2.42M in Q2 2018.
  • 943 funds tracked by Wall St. Rank held CME Group as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.