Clarus Wealth Advisors’s CMS Energy CMS Stock Holding History

Clarus Wealth 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 Q3	–	Sell	-140	Closed	-$6K	–	715
2018 Q2	$6K	Buy	+140	New	+$6.32K	﹤0.01%	588

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Clarus Wealth Advisors's CMS Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of CMS Energy (CMS) in Q3 2018, closing a stake of 140 shares — an estimated $6K sold.

Clarus Wealth Advisors first reported a position in CMS in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 519 funds tracked by Wall St. Rank hold CMS as of Q3 2018.

Clarus Wealth Advisors reported no remaining CMS Energy position as of Q3 2018 after selling out during the quarter.
Clarus Wealth Advisors sold 140 CMS Energy shares in Q3 2018, an estimated $6K.
Clarus Wealth Advisors first reported a position in CMS Energy in Q2 2018 and held it in 1 quarter.
Clarus Wealth Advisors's CMS Energy position peaked at $6K in Q2 2018.
519 funds tracked by Wall St. Rank held CMS Energy as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.