AIS
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Accurate Investment Solutions’s CMS Energy CMS Stock Holding History

Accurate Investment Solutions’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-289
Closed -$18K – 437
2019
Q4 		$18K Buy
+289
New +$18K 0.01% 230

Other funds holding CMS

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accurate Investment Solutions's CMS Position: Q1 2020 in Review

Accurate Investment Solutions sold out of CMS Energy (CMS) in Q1 2020, closing a stake of 289 shares — an estimated $18K sold.

Accurate Investment Solutions first reported a position in CMS in Q4 2019 and held it in 1 quarter. The position peaked at $18K in Q4 2019. 563 funds tracked by Wall St. Rank hold CMS as of Q1 2020.

  • Accurate Investment Solutions reported no remaining CMS Energy position as of Q1 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 289 CMS Energy shares in Q1 2020, an estimated $18K.
  • Accurate Investment Solutions first reported a position in CMS Energy in Q4 2019 and held it in 1 quarter.
  • Accurate Investment Solutions's CMS Energy position peaked at $18K in Q4 2019.
  • 563 funds tracked by Wall St. Rank held CMS Energy as of Q1 2020.

Based on Accurate Investment Solutions's 13F filing for Q1 2020, filed 22 Apr 2020.