Advisors Preferred’s CMS Energy CMS Stock Holding History

Advisors Preferred’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
2022 Q3	–	Sell	-38,936	Closed	-$2.63M	–	152
2022 Q2	$2.63M	Buy	+38,936	New	+$2.69M	0.68%	23
2019 Q4	–	Sell	-474	Closed	-$30K	–	244
2019 Q3	$30K	Buy	474 +38	+9%	+$2.31K	0.01%	162
2019 Q2	$25K	Buy	+436	New	+$24.5K	0.01%	183
2019 Q1	–	Sell	-623	Closed	-$31K	–	199
2018 Q4	$31K	Buy	+623	New	+$31.5K	0.04%	102
2018 Q2	–	Sell	-3,076	Closed	-$139K	–	212
2018 Q1	$139K	Buy	+3,076	New	+$135K	0.06%	90
2016 Q2	–	Sell	-240	Closed	-$10K	–	224
2016 Q1	$10K	Sell	240 -113	-32%	-$4.43K	0.01%	153
2015 Q4	$13K	Sell	353 -108	-23%	-$3.85K	0.01%	157
2015 Q3	$16K	Buy	+461	New	+$15.5K	0.02%	116
2014 Q3	–	Sell	-3,484	Closed	-$109K	–	238
2014 Q2	$109K	Buy	3,484 +347	+11%	+$10.3K	0.05%	111
2014 Q1	$91.9K	Buy	3,137 +1,589	+103%	+$44K	0.04%	210
2013 Q4	$41K	Buy	+1,548	New	+$41.7K	0.02%	192

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Advisors Preferred's CMS Position: Q3 2022 in Review

Advisors Preferred sold out of CMS Energy (CMS) in Q3 2022, closing a stake of 38,936 shares — an estimated $2.63M sold.

Advisors Preferred first reported a position in CMS in Q4 2013 and held it in 11 quarters. The position peaked at $2.63M in Q2 2022. 628 funds tracked by Wall St. Rank hold CMS as of Q3 2022.

Advisors Preferred reported no remaining CMS Energy position as of Q3 2022 after selling out during the quarter.
Advisors Preferred sold 38,936 CMS Energy shares in Q3 2022, an estimated $2.63M.
Advisors Preferred first reported a position in CMS Energy in Q4 2013 and held it in 11 quarters.
Advisors Preferred's CMS Energy position peaked at $2.63M in Q2 2022.
628 funds tracked by Wall St. Rank held CMS Energy as of Q3 2022.

Based on Advisors Preferred's 13F filing for Q3 2022, filed 7 Nov 2022.