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Burt Wealth Advisors’s CMS Energy CMS Stock Holding History

Burt Wealth Advisors’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
2016
Q2 		– Sell
-24
Closed -$1K – 441
2016
Q1 		$1K Buy
+24
New +$940 ﹤0.01% 488

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Burt Wealth Advisors's CMS Position: Q2 2016 in Review

Burt Wealth Advisors sold out of CMS Energy (CMS) in Q2 2016, closing a stake of 24 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in CMS in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 483 funds tracked by Wall St. Rank hold CMS as of Q2 2016.

  • Burt Wealth Advisors reported no remaining CMS Energy position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 24 CMS Energy shares in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in CMS Energy in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's CMS Energy position peaked at $1K in Q1 2016.
  • 483 funds tracked by Wall St. Rank held CMS Energy as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.