Braun-Bostich & Associates’s CMS Energy CMS Stock Holding History

Braun-Bostich & Associates’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 Q1	–	Sell	-163	Closed	-$8K	–	328
2018 Q4	$8K	Hold	163	–	–	0.01%	264
2018 Q3	$8K	Buy	+163	New	+$7.95K	0.01%	272

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Braun-Bostich & Associates's CMS Position: Q1 2019 in Review

Braun-Bostich & Associates sold out of CMS Energy (CMS) in Q1 2019, closing a stake of 163 shares — an estimated $8K sold.

Braun-Bostich & Associates first reported a position in CMS in Q3 2018 and held it in 2 quarters. The position peaked at $8K in Q4 2018. 571 funds tracked by Wall St. Rank hold CMS as of Q1 2019.

Braun-Bostich & Associates reported no remaining CMS Energy position as of Q1 2019 after selling out during the quarter.
Braun-Bostich & Associates sold 163 CMS Energy shares in Q1 2019, an estimated $8K.
Braun-Bostich & Associates first reported a position in CMS Energy in Q3 2018 and held it in 2 quarters.
Braun-Bostich & Associates's CMS Energy position peaked at $8K in Q4 2018.
571 funds tracked by Wall St. Rank held CMS Energy as of Q1 2019.

Based on Braun-Bostich & Associates's 13F filing for Q1 2019, filed 9 May 2019.