Alera Investment Advisors’s CMS Energy CMS Stock Holding History

Alera Investment Advisors’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 Q2	–	Sell	-118	Closed	-$7K	–	264
2019 Q1	$7K	Hold	118	–	–	﹤0.01%	549
2018 Q4	$6K	Buy	+118	New	+$5.96K	﹤0.01%	548

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Alera Investment Advisors's CMS Position: Q2 2019 in Review

Alera Investment Advisors sold out of CMS Energy (CMS) in Q2 2019, closing a stake of 118 shares — an estimated $7K sold.

Alera Investment Advisors first reported a position in CMS in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 546 funds tracked by Wall St. Rank hold CMS as of Q2 2019.

Alera Investment Advisors reported no remaining CMS Energy position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 118 CMS Energy shares in Q2 2019, an estimated $7K.
Alera Investment Advisors first reported a position in CMS Energy in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's CMS Energy position peaked at $7K in Q1 2019.
546 funds tracked by Wall St. Rank held CMS Energy as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.