C
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Cerebellum’s CMS Energy CMS Stock Holding History

Cerebellum’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
-2,569
Closed -$122K – 422
2020
Q2 		$122K Buy
+2,569
New +$149K 0.09% 296
2019
Q1 		– Sell
-1,152
Closed -$57K – 463
2018
Q4 		$57K Buy
+1,152
New +$58.2K 0.04% 391
2018
Q2 		– Sell
-4,469
Closed -$202K – 428
2018
Q1 		$202K Buy
4,469
+1,900
+74% +$83.4K 0.26% 13
2017
Q4 		$122K Buy
+2,569
New +$124K 0.09% 296

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cerebellum's CMS Position: Q3 2020 in Review

Cerebellum sold out of CMS Energy (CMS) in Q3 2020, closing a stake of 2,569 shares — an estimated $122K sold.

Cerebellum first reported a position in CMS in Q4 2017 and held it in 4 quarters. The position peaked at $202K in Q1 2018. 557 funds tracked by Wall St. Rank hold CMS as of Q3 2020.

  • Cerebellum reported no remaining CMS Energy position as of Q3 2020 after selling out during the quarter.
  • Cerebellum sold 2,569 CMS Energy shares in Q3 2020, an estimated $122K.
  • Cerebellum first reported a position in CMS Energy in Q4 2017 and held it in 4 quarters.
  • Cerebellum's CMS Energy position peaked at $202K in Q1 2018.
  • 557 funds tracked by Wall St. Rank held CMS Energy as of Q3 2020.

Based on Cerebellum's 13F filing for Q3 2020, filed 21 Oct 2020.