Advisory Research’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
– Sell
-7,105
Closed -$395K – 371
2019
Q1
$395K Buy
7,105
+2,063
+41% +$109K 0.01% 307
2018
Q4
$250K Buy
+5,042
New +$255K 0.01% 346
2014
Q2
– Sell
-2,426
Closed -$71K – 395
2014
Q1
$71K Buy
+2,426
New +$67.2K ﹤0.01% 447

Other funds holding CMS

Advisory Research's CMS Position: Q2 2019 in Review

Advisory Research sold out of CMS Energy (CMS) in Q2 2019, closing a stake of 7,105 shares — an estimated $395K sold.

Advisory Research first reported a position in CMS in Q1 2014 and held it in 3 quarters. The position peaked at $395K in Q1 2019. 546 funds tracked by Wall St. Rank hold CMS as of Q2 2019.

  • Advisory Research reported no remaining CMS Energy position as of Q2 2019 after selling out during the quarter.
  • Advisory Research sold 7,105 CMS Energy shares in Q2 2019, an estimated $395K.
  • Advisory Research first reported a position in CMS Energy in Q1 2014 and held it in 3 quarters.
  • Advisory Research's CMS Energy position peaked at $395K in Q1 2019.
  • 546 funds tracked by Wall St. Rank held CMS Energy as of Q2 2019.

Based on Advisory Research's 13F filing for Q2 2019, filed 14 Aug 2019.