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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 – 223
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 $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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return