Calton & Associates’s CMS Energy CMS Stock Holding History

Calton & 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 Q4	–	Sell	-3,705	Closed	-$237K	–	362
2019 Q3	$237K	Buy	+3,705	New	+$225K	0.05%	283

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Calton & Associates's CMS Position: Q4 2019 in Review

Calton & Associates sold out of CMS Energy (CMS) in Q4 2019, closing a stake of 3,705 shares — an estimated $237K sold.

Calton & Associates first reported a position in CMS in Q3 2019 and held it in 1 quarter. The position peaked at $237K in Q3 2019. 579 funds tracked by Wall St. Rank hold CMS as of Q4 2019.

Calton & Associates reported no remaining CMS Energy position as of Q4 2019 after selling out during the quarter.
Calton & Associates sold 3,705 CMS Energy shares in Q4 2019, an estimated $237K.
Calton & Associates first reported a position in CMS Energy in Q3 2019 and held it in 1 quarter.
Calton & Associates's CMS Energy position peaked at $237K in Q3 2019.
579 funds tracked by Wall St. Rank held CMS Energy as of Q4 2019.

Based on Calton & Associates's 13F filing for Q4 2019, filed 3 Feb 2020.