Capital Asset Advisory Services’s CMS Energy CMS Stock Holding History

Capital Asset Advisory Services’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
2021 Q1	–	Sell	-2,819	Closed	-$172K	–	814
2020 Q4	$172K	Buy	+2,819	New	+$176K	0.03%	365
2020 Q1	–	Sell	-3,489	Closed	-$236K	–	519
2019 Q4	$236K	Buy	+3,489	New	+$217K	0.06%	315

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

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Asset Advisory Services's CMS Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of CMS Energy (CMS) in Q1 2021, closing a stake of 2,819 shares — an estimated $172K sold.

Capital Asset Advisory Services first reported a position in CMS in Q4 2019 and held it in 2 quarters. The position peaked at $236K in Q4 2019. 566 funds tracked by Wall St. Rank hold CMS as of Q1 2021.

Capital Asset Advisory Services reported no remaining CMS Energy position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 2,819 CMS Energy shares in Q1 2021, an estimated $172K.
Capital Asset Advisory Services first reported a position in CMS Energy in Q4 2019 and held it in 2 quarters.
Capital Asset Advisory Services's CMS Energy position peaked at $236K in Q4 2019.
566 funds tracked by Wall St. Rank held CMS Energy as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.