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Avantax Planning Partners’s CMS Energy CMS Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-219
Closed -$11K – 447
2018
Q3 		$11K Buy
+219
New +$10.7K ﹤0.01% 850
2018
Q2 		– Sell
-298
Closed -$13K – 465
2018
Q1 		$13K Buy
+298
New +$13.1K ﹤0.01% 931

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Planning Partners's CMS Position: Q4 2018 in Review

Avantax Planning Partners sold out of CMS Energy (CMS) in Q4 2018, closing a stake of 219 shares — an estimated $11K sold.

Avantax Planning Partners first reported a position in CMS in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2018. 553 funds tracked by Wall St. Rank hold CMS as of Q4 2018.

  • Avantax Planning Partners reported no remaining CMS Energy position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 219 CMS Energy shares in Q4 2018, an estimated $11K.
  • Avantax Planning Partners first reported a position in CMS Energy in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's CMS Energy position peaked at $13K in Q1 2018.
  • 553 funds tracked by Wall St. Rank held CMS Energy as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.