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 $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

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

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

Franklin Resources

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

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return