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Wealthspire Advisors (Maryland)’s CME Group CME Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$15.4M Buy
92,130
+89,445
+3,331% +$15.1M 0.54% 28
2020
Q2 		$436K Sell
2,685
-292
-10% -$52.3K 0.03% 281
2020
Q1 		$515K Sell
2,977
-604
-17% -$120K 0.04% 227
2019
Q4 		$719K Buy
3,581
+76
+2% +$15.6K 0.05% 219
2019
Q3 		$741K Buy
3,505
+101
+3% +$21.1K 0.05% 193
2019
Q2 		$661K Sell
3,404
-1,577
-32% -$291K 0.05% 205
2019
Q1 		$820K Buy
4,981
+1,705
+52% +$301K 0.06% 159
2018
Q4 		$616K Buy
3,276
+115
+4% +$21.2K 0.05% 182
2018
Q3 		$538K Sell
3,161
-544
-15% -$91.6K 0.04% 233
2018
Q2 		$607K Sell
3,705
-219
-6% -$35.8K 0.06% 201
2018
Q1 		$635K Sell
3,924
-244
-6% -$38.8K 0.06% 203
2017
Q4 		$609K Buy
4,168
+1,206
+41% +$172K 0.06% 222
2017
Q3 		$402K Buy
2,962
+1,086
+58% +$137K 0.04% 284
2017
Q2 		$235K Buy
1,876
+85
+5% +$10.2K 0.03% 399
2017
Q1 		$213K Buy
1,791
+582
+48% +$70K 0.03% 372
2016
Q4 		$139K Buy
1,209
+54
+5% +$6.01K 0.02% 479
2016
Q3 		$121K Buy
1,155
+44
+4% +$4.59K 0.02% 516
2016
Q2 		$108K Sell
1,111
-1,273
-53% -$120K 0.02% 517
2016
Q1 		$229K Buy
2,384
+796
+50% +$72.4K 0.04% 320
2015
Q4 		$144K Buy
+1,588
New +$149K 0.03% 446

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 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CME Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its CME Group (CME) stake by 3,331% in Q3 2020, buying an estimated $15.1M and bringing the position to 92,130 shares worth $15.4M. The position accounts for 0.54% of the portfolio, ranked #28.

Wealthspire Advisors (Maryland) first reported a position in CME in Q4 2015 and has held it in 20 quarters since. 996 funds tracked by Wall St. Rank hold CME as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 92,130 shares of CME Group worth $15.4M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 89,445 CME Group shares in Q3 2020, an estimated $15.1M.
  • CME Group made up 0.54% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #28 holding.
  • Wealthspire Advisors (Maryland) first reported a position in CME Group in Q4 2015 and has held it in 20 quarters since.
  • 996 funds tracked by Wall St. Rank held CME Group as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.