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Centersquare Investment Management’s CMS Energy CMS Stock Holding History

Centersquare Investment Management’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
2020
Q3 		– Sell
-740
Closed -$43K – 128
2020
Q2 		$43K Buy
740
+120
+19% +$6.95K ﹤0.01% 103
2020
Q1 		$36K Buy
+620
New +$39.7K ﹤0.01% 113
2018
Q3 		– Sell
-710
Closed -$34K – 116
2018
Q2 		$34K Sell
710
-290
-29% -$13.1K ﹤0.01% 93
2018
Q1 		$45K Buy
+1,000
New +$43.9K ﹤0.01% 86

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Centersquare Investment Management's CMS Position: Q3 2020 in Review

Centersquare Investment Management sold out of CMS Energy (CMS) in Q3 2020, closing a stake of 740 shares — an estimated $43K sold.

Centersquare Investment Management first reported a position in CMS in Q1 2018 and held it in 4 quarters. The position peaked at $45K in Q1 2018. 556 funds tracked by Wall St. Rank hold CMS as of Q3 2020.

  • Centersquare Investment Management reported no remaining CMS Energy position as of Q3 2020 after selling out during the quarter.
  • Centersquare Investment Management sold 740 CMS Energy shares in Q3 2020, an estimated $43K.
  • Centersquare Investment Management first reported a position in CMS Energy in Q1 2018 and held it in 4 quarters.
  • Centersquare Investment Management's CMS Energy position peaked at $45K in Q1 2018.
  • 556 funds tracked by Wall St. Rank held CMS Energy as of Q3 2020.

Based on Centersquare Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.