Certified Advisory Corp’s CMS Energy CMS Stock Holding History

Certified Advisory Corp’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	-19	Closed	-$1K	–	796
2019 Q3	$1K	Sell	19 -19	-50%	-$1.15K	﹤0.01%	762
2019 Q2	$2K	Hold	38	–	–	﹤0.01%	739
2019 Q1	$2K	Hold	38	–	–	﹤0.01%	686
2018 Q4	$2K	Hold	38	–	–	﹤0.01%	683
2018 Q3	$2K	Buy	38 +22	+138%	+$1.07K	﹤0.01%	712
2018 Q2	$1K	Buy	+16	New	+$723	﹤0.01%	728

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Certified Advisory Corp's CMS Position: Q4 2019 in Review

Certified Advisory Corp sold out of CMS Energy (CMS) in Q4 2019, closing a stake of 19 shares — an estimated $1K sold.

Certified Advisory Corp first reported a position in CMS in Q2 2018 and held it in 6 quarters. The position peaked at $2K in Q2 2019. 580 funds tracked by Wall St. Rank hold CMS as of Q4 2019.

Certified Advisory Corp reported no remaining CMS Energy position as of Q4 2019 after selling out during the quarter.
Certified Advisory Corp sold 19 CMS Energy shares in Q4 2019, an estimated $1K.
Certified Advisory Corp first reported a position in CMS Energy in Q2 2018 and held it in 6 quarters.
Certified Advisory Corp's CMS Energy position peaked at $2K in Q2 2019.
580 funds tracked by Wall St. Rank held CMS Energy as of Q4 2019.

Based on Certified Advisory Corp's 13F filing for Q4 2019, filed 29 Jan 2020.