CIAS
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Capital Investment Advisory Services’s CMS Energy CMS Stock Holding History

Capital Investment 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
2019
Q4 		– Sell
-1,000
Closed -$64K – 682
2019
Q3 		$64K Hold
1,000
– – 0.02% 498
2019
Q2 		$58K Hold
1,000
– – 0.02% 515
2019
Q1 		$56K Hold
1,000
– – 0.02% 459
2018
Q4 		$50K Buy
+1,000
New +$50.5K 0.02% 455

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Capital Investment Advisory Services's CMS Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of CMS Energy (CMS) in Q4 2019, closing a stake of 1,000 shares — an estimated $64K sold.

Capital Investment Advisory Services first reported a position in CMS in Q4 2018 and held it in 4 quarters. The position peaked at $64K in Q3 2019. 580 funds tracked by Wall St. Rank hold CMS as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining CMS Energy position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,000 CMS Energy shares in Q4 2019, an estimated $64K.
  • Capital Investment Advisory Services first reported a position in CMS Energy in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's CMS Energy position peaked at $64K in Q3 2019.
  • 580 funds tracked by Wall St. Rank held CMS Energy as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.