Avestar Capital’s CMS Energy CMS Stock Holding History

Avestar Capital’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	-141	Closed	-$6K	–	306
2019 Q2	$6K	Hold	141	–	–	﹤0.01%	561
2019 Q1	$6K	Hold	141	–	–	﹤0.01%	546
2018 Q4	$5K	Buy	141 +7	+5%	+$354	﹤0.01%	524
2018 Q3	$5K	Hold	134	–	–	﹤0.01%	540
2018 Q2	$5K	Hold	134	–	–	﹤0.01%	559
2018 Q1	$5K	Buy	134 +10	+8%	+$439	﹤0.01%	528
2017 Q4	$5K	Buy	+124	New	+$6.01K	﹤0.01%	544

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 $3.37T AUM 44.26% 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

Avestar Capital's CMS Position: Q3 2019 in Review

Avestar Capital sold out of CMS Energy (CMS) in Q3 2019, closing a stake of 141 shares — an estimated $6K sold.

Avestar Capital first reported a position in CMS in Q4 2017 and held it in 7 quarters. The position peaked at $6K in Q2 2019. 556 funds tracked by Wall St. Rank hold CMS as of Q3 2019.

Avestar Capital reported no remaining CMS Energy position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 141 CMS Energy shares in Q3 2019, an estimated $6K.
Avestar Capital first reported a position in CMS Energy in Q4 2017 and held it in 7 quarters.
Avestar Capital's CMS Energy position peaked at $6K in Q2 2019.
556 funds tracked by Wall St. Rank held CMS Energy as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.