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Wealthspire Advisors (Maryland)’s Cboe Global Markets CBOE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-124
Closed -$12K – 706
2019
Q1 		$12K Sell
124
-41
-25% -$3.89K ﹤0.01% 1449
2018
Q4 		$16K Buy
165
+53
+47% +$5.52K ﹤0.01% 1292
2018
Q3 		$11K Sell
112
-5
-4% -$504 ﹤0.01% 1478
2018
Q2 		$12K Buy
117
+35
+43% +$3.7K ﹤0.01% 1468
2018
Q1 		$9K Sell
82
-768
-90% -$93.4K ﹤0.01% 1601
2017
Q4 		$106K Sell
850
-424
-33% -$49.6K 0.01% 691
2017
Q3 		$137K Sell
1,274
-72
-5% -$7.09K 0.01% 595
2017
Q2 		$123K Buy
1,346
+20
+2% +$1.71K 0.01% 606
2017
Q1 		$107K Sell
1,326
-829
-38% -$64.8K 0.02% 574
2016
Q4 		$159K Sell
2,155
-460
-18% -$31.7K 0.02% 430
2016
Q3 		$170K Sell
2,615
-10
-0.4% -$682 0.03% 425
2016
Q2 		$175K Sell
2,625
-70
-3% -$4.49K 0.03% 402
2016
Q1 		$176K Buy
2,695
+120
+5% +$7.65K 0.03% 392
2015
Q4 		$167K Buy
+2,575
New +$174K 0.03% 402

Other funds holding CBOE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CBOE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Cboe Global Markets (CBOE) in Q2 2019, closing a stake of 124 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in CBOE in Q4 2015 and held it in 14 quarters. The position peaked at $176K in Q1 2016. 415 funds tracked by Wall St. Rank hold CBOE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Cboe Global Markets position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 124 Cboe Global Markets shares in Q2 2019, an estimated $12K.
  • Wealthspire Advisors (Maryland) first reported a position in Cboe Global Markets in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Cboe Global Markets position peaked at $176K in Q1 2016.
  • 415 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.