Archford Capital Strategies’s CMS Energy CMS Stock Holding History

Archford Capital Strategies’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	–	Sell	-539	Closed	-$31K	–	274
2019 Q2	$31K	Hold	539	–	–	0.01%	308
2019 Q1	$30K	Hold	539	–	–	0.01%	304
2018 Q4	$27K	Hold	539	–	–	0.01%	295
2018 Q3	$26K	Sell	539 -168	-24%	-$8.19K	0.01%	327
2018 Q2	$33K	Hold	707	–	–	0.01%	324
2018 Q1	$33K	Buy	+707	New	+$31K	0.01%	233
2017 Q2	–	Sell	-707	Closed	-$32K	–	274
2017 Q1	$32K	Hold	707	–	–	0.01%	317
2016 Q4	$29K	Hold	707	–	–	0.01%	294
2016 Q3	$29K	Hold	707	–	–	0.01%	300
2016 Q2	$32K	Buy	+707	New	+$29.7K	0.02%	292
2016 Q1	–	Sell	-707	Closed	-$26K	–	256
2015 Q4	$26K	Hold	707	–	–	0.01%	340
2015 Q3	$25K	Hold	707	–	–	0.02%	249
2015 Q2	$23K	Hold	707	–	–	0.02%	262
2015 Q1	$24.7K	Buy	707 +539	+321%	+$19.1K	0.02%	269
2014 Q4	$6K	Hold	168	–	–	﹤0.01%	382
2014 Q3	$5K	Hold	168	–	–	﹤0.01%	395
2014 Q2	$5.23K	Sell	168 -404	-71%	-$12K	﹤0.01%	501
2014 Q1	$16.7K	Buy	+572	New	+$15.8K	0.01%	357

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

PAMU

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

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

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

Archford Capital Strategies's CMS Position: Q3 2019 in Review

Archford Capital Strategies sold out of CMS Energy (CMS) in Q3 2019, closing a stake of 539 shares — an estimated $31K sold.

Archford Capital Strategies first reported a position in CMS in Q1 2014 and held it in 18 quarters. The position peaked at $33K in Q2 2018. 556 funds tracked by Wall St. Rank hold CMS as of Q3 2019.

Archford Capital Strategies reported no remaining CMS Energy position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 539 CMS Energy shares in Q3 2019, an estimated $31K.
Archford Capital Strategies first reported a position in CMS Energy in Q1 2014 and held it in 18 quarters.
Archford Capital Strategies's CMS Energy position peaked at $33K in Q2 2018.
556 funds tracked by Wall St. Rank held CMS Energy as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.