WFG Advisors’s CME Group CME Stock Holding History

WFG Advisors’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 Q2	$6K	Buy	45 +27	+150%	+$3.23K	﹤0.01%	1240
2017 Q1	$2K	Hold	18	–	–	﹤0.01%	1332
2016 Q4	$2K	Sell	18 -4	-18%	-$445	﹤0.01%	1405
2016 Q3	$2K	Hold	22	–	–	﹤0.01%	1389
2016 Q2	$2K	Hold	22	–	–	﹤0.01%	1368
2016 Q1	$2K	Buy	22 +4	+22%	+$364	﹤0.01%	1328
2015 Q4	$2K	Hold	18	–	–	﹤0.01%	1355
2015 Q3	$2K	Sell	18 -424	-96%	-$40.3K	﹤0.01%	1394
2015 Q2	$41K	Buy	442 +401	+978%	+$37.4K	0.01%	778
2015 Q1	$4K	Hold	41	–	–	﹤0.01%	1409
2014 Q4	$4K	Hold	41	–	–	﹤0.01%	1688
2014 Q3	$3K	Buy	41 +1	+3%	+$75	﹤0.01%	1773
2014 Q2	$3K	Hold	40	–	–	﹤0.01%	1744
2014 Q1	$3K	Sell	40 -699	-95%	-$52.7K	﹤0.01%	1722
2013 Q4	$58K	Buy	739 +715	+2,979%	+$56K	0.01%	941
2013 Q3	$2K	Hold	24	–	–	﹤0.01%	1918
2013 Q2	$2K	Buy	+24	New	+$1.57K	﹤0.01%	1834

Other funds holding CME

Capital World Investors

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

BlackRock New York $5.7T 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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bank of New York Mellon

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