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Camarda Financial Advisors’s CMS Energy CMS Stock Holding History

Camarda Financial 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
2019
Q3 		– Sell
-12
Closed -$1K – 120
2019
Q2 		$1K Hold
12
– – ﹤0.01% 386
2019
Q1 		$1K Buy
+12
New +$633 ﹤0.01% 421
2015
Q1 		– Sell
-1,009
Closed -$35K – 252
2014
Q4 		$35K Buy
+1,009
New +$33K 0.02% 145

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Camarda Financial Advisors's CMS Position: Q3 2019 in Review

Camarda Financial Advisors sold out of CMS Energy (CMS) in Q3 2019, closing a stake of 12 shares — an estimated $1K sold.

Camarda Financial Advisors first reported a position in CMS in Q4 2014 and held it in 3 quarters. The position peaked at $35K in Q4 2014. 556 funds tracked by Wall St. Rank hold CMS as of Q3 2019.

  • Camarda Financial Advisors reported no remaining CMS Energy position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 12 CMS Energy shares in Q3 2019, an estimated $1K.
  • Camarda Financial Advisors first reported a position in CMS Energy in Q4 2014 and held it in 3 quarters.
  • Camarda Financial Advisors's CMS Energy position peaked at $35K in Q4 2014.
  • 556 funds tracked by Wall St. Rank held CMS Energy as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.