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Clarfeld Financial Advisors’s CMS Energy CMS Stock Holding History

Clarfeld Financial Advisors’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
2018
Q4 		$3K Buy
+51
New +$2.58K ﹤0.01% 387

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clarfeld Financial Advisors's CMS Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in CMS Energy (CMS) in Q4 2018: 51 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #387 among its holdings.

554 funds tracked by Wall St. Rank hold CMS as of Q4 2018.

  • Clarfeld Financial Advisors held 51 shares of CMS Energy worth $3K as of Q4 2018.
  • CMS Energy was a new Clarfeld Financial Advisors position in Q4 2018.
  • CMS Energy made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #387 holding.
  • 554 funds tracked by Wall St. Rank held CMS Energy as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.