Bartlett & Co’s CMS Energy CMS Stock Holding History

Bartlett & 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
2021 Q1	–	Sell	-21	Closed	-$1K	–	1073
2020 Q4	$1K	Buy	+21	New	+$1.31K	﹤0.01%	987
2016 Q3	–	Sell	-80	Closed	-$4K	–	699
2016 Q2	$4K	Buy	+80	New	+$3.36K	﹤0.01%	654

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

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Bartlett & Co's CMS Position: Q1 2021 in Review

Bartlett & Co sold out of CMS Energy (CMS) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

Bartlett & Co first reported a position in CMS in Q2 2016 and held it in 2 quarters. The position peaked at $4K in Q2 2016. 565 funds tracked by Wall St. Rank hold CMS as of Q1 2021.

Bartlett & Co reported no remaining CMS Energy position as of Q1 2021 after selling out during the quarter.
Bartlett & Co sold 21 CMS Energy shares in Q1 2021, an estimated $1K.
Bartlett & Co first reported a position in CMS Energy in Q2 2016 and held it in 2 quarters.
Bartlett & Co's CMS Energy position peaked at $4K in Q2 2016.
565 funds tracked by Wall St. Rank held CMS Energy as of Q1 2021.

Based on Bartlett & Co's 13F filing for Q1 2021, filed 19 Apr 2021.