Advantage Investment Management’s CMS Energy CMS Stock Holding History

Advantage Investment Management’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
2019 Q3	$38K	Hold	590	–	–	0.03%	386
2019 Q2	$34K	Hold	590	–	–	0.03%	424
2019 Q1	$33K	Hold	590	–	–	0.03%	424
2018 Q4	$29K	Hold	590	–	–	0.02%	444
2018 Q3	$29K	Hold	590	–	–	0.02%	503
2018 Q2	$28K	Hold	590	–	–	0.02%	475
2018 Q1	$27K	Hold	590	–	–	0.01%	499
2017 Q4	$28K	Hold	590	–	–	0.01%	511
2017 Q3	$27K	Hold	590	–	–	0.01%	503
2017 Q2	$27K	Hold	590	–	–	0.01%	501
2017 Q1	$26K	Hold	590	–	–	0.01%	493
2016 Q4	$25K	Hold	590	–	–	0.01%	467
2016 Q3	$25K	Hold	590	–	–	0.01%	463
2016 Q2	$27K	Buy	+590	New	+$24.8K	0.01%	431

Other funds holding CMS

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advantage Investment Management's CMS Position: Q3 2019 in Review

Advantage Investment Management held its CMS Energy (CMS) position steady in Q3 2019 at 590 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #386.

Advantage Investment Management first reported a position in CMS in Q2 2016 and has held it in 14 quarters since. 556 funds tracked by Wall St. Rank hold CMS as of Q3 2019.

Advantage Investment Management held 590 shares of CMS Energy worth $38K as of Q3 2019.
Advantage Investment Management left its CMS Energy share count unchanged in Q3 2019.
CMS Energy made up 0.03% of Advantage Investment Management's portfolio in Q3 2019, its #386 holding.
Advantage Investment Management first reported a position in CMS Energy in Q2 2016 and has held it in 14 quarters since.
556 funds tracked by Wall St. Rank held CMS Energy as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.