CHAM
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Clear Harbor Asset Management’s CMS Energy CMS Stock Holding History

Clear Harbor Asset 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
Q4 		– Sell
-125
Closed -$7.68K – 395
2020
Q3 		$7.68K Buy
+125
New +$7.65K ﹤0.01% 624

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Clear Harbor Asset Management's CMS Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of CMS Energy (CMS) in Q4 2020, closing a stake of 125 shares — an estimated $7.68K sold.

Clear Harbor Asset Management first reported a position in CMS in Q3 2020 and held it in 1 quarter. The position peaked at $7.68K in Q3 2020. 557 funds tracked by Wall St. Rank hold CMS as of Q4 2020.

  • Clear Harbor Asset Management reported no remaining CMS Energy position as of Q4 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 125 CMS Energy shares in Q4 2020, an estimated $7.68K.
  • Clear Harbor Asset Management first reported a position in CMS Energy in Q3 2020 and held it in 1 quarter.
  • Clear Harbor Asset Management's CMS Energy position peaked at $7.68K in Q3 2020.
  • 557 funds tracked by Wall St. Rank held CMS Energy as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.