Welch & Forbes’s CME Group CME Stock Holding History

Welch & Forbes’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
2017 Q1	–	Sell	-1,772	Closed	-$204K	–	350
2016 Q4	$204K	Buy	+1,772	New	+$197K	0.01%	331

Other funds holding CME

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Welch & Forbes's CME Position: Q1 2017 in Review

Welch & Forbes sold out of CME Group (CME) in Q1 2017, closing a stake of 1,772 shares — an estimated $204K sold.

Welch & Forbes first reported a position in CME in Q4 2016 and held it in 1 quarter. The position peaked at $204K in Q4 2016. 763 funds tracked by Wall St. Rank hold CME as of Q1 2017.

Welch & Forbes reported no remaining CME Group position as of Q1 2017 after selling out during the quarter.
Welch & Forbes sold 1,772 CME Group shares in Q1 2017, an estimated $204K.
Welch & Forbes first reported a position in CME Group in Q4 2016 and held it in 1 quarter.
Welch & Forbes's CME Group position peaked at $204K in Q4 2016.
763 funds tracked by Wall St. Rank held CME Group as of Q1 2017.

Based on Welch & Forbes's 13F filing for Q1 2017, filed 27 Apr 2017.