Bellecapital’s CMS Energy CMS Stock Holding History

Bellecapital’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 Q3	–	Sell	-3,923	Closed	-$229K	–	162
2020 Q2	$229K	Hold	3,923	–	–	0.11%	138
2020 Q1	$230K	Buy	+3,923	New	+$251K	0.15%	116

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

PAMU

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bellecapital's CMS Position: Q3 2020 in Review

Bellecapital sold out of CMS Energy (CMS) in Q3 2020, closing a stake of 3,923 shares — an estimated $229K sold.

Bellecapital first reported a position in CMS in Q1 2020 and held it in 2 quarters. The position peaked at $230K in Q1 2020. 557 funds tracked by Wall St. Rank hold CMS as of Q3 2020.

Bellecapital reported no remaining CMS Energy position as of Q3 2020 after selling out during the quarter.
Bellecapital sold 3,923 CMS Energy shares in Q3 2020, an estimated $229K.
Bellecapital first reported a position in CMS Energy in Q1 2020 and held it in 2 quarters.
Bellecapital's CMS Energy position peaked at $230K in Q1 2020.
557 funds tracked by Wall St. Rank held CMS Energy as of Q3 2020.

Based on Bellecapital's 13F filing for Q3 2020, filed 16 Oct 2020.