YorkBridge Wealth Partners’s CME Group CME Stock Holding History

YorkBridge Wealth 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 Q3	–	Sell	-180	Closed	-$35K	–	256
2019 Q2	$35K	Hold	180	–	–	0.02%	405
2019 Q1	$30K	Hold	180	–	–	0.01%	411
2018 Q4	$34K	Sell	180 -3	-2%	-$554	0.02%	366
2018 Q3	$32K	Hold	183	–	–	0.01%	412
2018 Q2	$30K	Hold	183	–	–	0.01%	427
2018 Q1	$30K	Sell	183 -3	-2%	-$478	0.01%	429
2017 Q4	$29K	Sell	186 -428	-70%	-$61K	0.01%	438
2017 Q3	$83K	Hold	614	–	–	0.04%	314
2017 Q2	$78K	Sell	614 -1,169	-66%	-$140K	0.04%	313
2017 Q1	$209K	Buy	1,783 +405	+29%	+$48.7K	0.11%	164
2016 Q4	$155K	Buy	+1,378	New	+$153K	0.09%	181

Other funds holding CME

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

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

BlackRock New York $5.72T AUM 30.48% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's CME Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of CME Group (CME) in Q3 2019, closing a stake of 180 shares — an estimated $35K sold.

YorkBridge Wealth Partners first reported a position in CME in Q4 2016 and held it in 11 quarters. The position peaked at $209K in Q1 2017. 991 funds tracked by Wall St. Rank hold CME as of Q3 2019.

YorkBridge Wealth Partners reported no remaining CME Group position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 180 CME Group shares in Q3 2019, an estimated $35K.
YorkBridge Wealth Partners first reported a position in CME Group in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's CME Group position peaked at $209K in Q1 2017.
991 funds tracked by Wall St. Rank held CME Group as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.