Bank Julius Baer & Co’s CMS Energy CMS Stock Holding History

Bank Julius Baer & Co’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
2020 Q4	–	Sell	-512	Closed	-$31K	–	812
2020 Q3	$31K	Buy	+512	New	+$31.3K	﹤0.01%	638

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PAMU

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

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

Bank Julius Baer & Co's CMS Position: Q4 2020 in Review

Bank Julius Baer & Co sold out of CMS Energy (CMS) in Q4 2020, closing a stake of 512 shares — an estimated $31K sold.

Bank Julius Baer & Co first reported a position in CMS in Q3 2020 and held it in 1 quarter. The position peaked at $31K in Q3 2020. 557 funds tracked by Wall St. Rank hold CMS as of Q4 2020.

Bank Julius Baer & Co reported no remaining CMS Energy position as of Q4 2020 after selling out during the quarter.
Bank Julius Baer & Co sold 512 CMS Energy shares in Q4 2020, an estimated $31K.
Bank Julius Baer & Co first reported a position in CMS Energy in Q3 2020 and held it in 1 quarter.
Bank Julius Baer & Co's CMS Energy position peaked at $31K in Q3 2020.
557 funds tracked by Wall St. Rank held CMS Energy as of Q4 2020.

Based on Bank Julius Baer & Co's 13F filing for Q4 2020, filed 12 Feb 2021.