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WealthPLAN Partners’s CME Group CME Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-2,471
Closed -$449K – 247
2019
Q1 		$449K Buy
2,471
+165
+7% +$29.2K 0.07% 170
2018
Q4 		$404K Buy
2,306
+398
+21% +$73.5K 0.07% 169
2018
Q3 		$367K Buy
1,908
+243
+15% +$40.9K 0.07% 171
2018
Q2 		$273K Buy
1,665
+80
+5% +$13.1K 0.06% 200
2018
Q1 		$256K Buy
+1,585
New +$252K 0.06% 227
2017
Q2 		– Sell
-89
Closed -$10.4K – 222
2017
Q1 		$10.4K Buy
+89
New +$10.7K 0.04% 263
2016
Q3 		$8.87K Sell
85
-135
-61% -$14.1K ﹤0.01% 618
2016
Q2 		$10.7K Buy
+220
New +$20.8K ﹤0.01% 1707

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

WealthPLAN Partners's CME Position: Q2 2019 in Review

WealthPLAN Partners sold out of CME Group (CME) in Q2 2019, closing a stake of 2,471 shares — an estimated $449K sold.

WealthPLAN Partners first reported a position in CME in Q2 2016 and held it in 8 quarters. The position peaked at $449K in Q1 2019. 979 funds tracked by Wall St. Rank hold CME as of Q2 2019.

  • WealthPLAN Partners reported no remaining CME Group position as of Q2 2019 after selling out during the quarter.
  • WealthPLAN Partners sold 2,471 CME Group shares in Q2 2019, an estimated $449K.
  • WealthPLAN Partners first reported a position in CME Group in Q2 2016 and held it in 8 quarters.
  • WealthPLAN Partners's CME Group position peaked at $449K in Q1 2019.
  • 979 funds tracked by Wall St. Rank held CME Group as of Q2 2019.

Based on WealthPLAN Partners's 13F filing for Q2 2019, filed 19 Aug 2019.