Cornerstone Advisors (Washington)’s CMS Energy CMS Stock Holding History

Cornerstone Advisors (Washington)’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	$88K	Buy	1,429 +40	+3%	+$2.45K	0.01%	187
2020 Q2	$81K	Buy	1,389 +245	+21%	+$14.2K	0.01%	191
2020 Q1	$67K	Sell	1,144 -4	-0.3%	-$256	0.01%	182
2019 Q4	$72K	Buy	1,148 +40	+4%	+$2.49K	0.01%	192
2019 Q3	$71K	Buy	1,108 +41	+4%	+$2.49K	0.01%	182
2019 Q2	$62K	Buy	1,067 +150	+16%	+$8.42K	0.01%	338
2019 Q1	$51K	Buy	917 +125	+16%	+$6.59K	0.01%	348
2018 Q4	$39K	Buy	792 +62	+8%	+$3.13K	0.01%	345
2018 Q3	$36K	Buy	730 +20	+3%	+$975	0.02%	389
2018 Q2	$34K	Hold	710	–	–	0.02%	390
2018 Q1	$32K	Hold	710	–	–	0.02%	391
2017 Q4	$34K	Hold	710	–	–	0.02%	359
2017 Q3	$33K	Hold	710	–	–	0.02%	351
2017 Q2	$33K	Hold	710	–	–	0.02%	360
2017 Q1	$32K	Hold	710	–	–	0.02%	370
2016 Q4	$30K	Buy	710 +108	+18%	+$4.42K	0.03%	374
2016 Q3	$25K	Buy	602 +466	+343%	+$20.3K	0.02%	406
2016 Q2	$6K	Buy	136 +9	+7%	+$378	0.01%	518
2016 Q1	$5K	Buy	127 +9	+8%	+$352	0.01%	551
2015 Q4	$4K	Hold	118	–	–	﹤0.01%	582
2015 Q3	$4K	Hold	118	–	–	﹤0.01%	573
2015 Q2	$4K	Hold	118	–	–	﹤0.01%	436
2015 Q1	$4K	Hold	118	–	–	﹤0.01%	456
2014 Q4	$4K	Buy	+118	New	+$3.85K	﹤0.01%	421

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Cornerstone Advisors (Washington)'s CMS Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its CMS Energy (CMS) stake by 2.9% in Q3 2020, buying an estimated $2.45K and bringing the position to 1,429 shares worth $88K. The position accounts for 0.01% of the portfolio, ranked #187.

Cornerstone Advisors (Washington) first reported a position in CMS in Q4 2014 and has held it in 24 quarters since. 557 funds tracked by Wall St. Rank hold CMS as of Q3 2020.

Cornerstone Advisors (Washington) held 1,429 shares of CMS Energy worth $88K as of Q3 2020.
Cornerstone Advisors (Washington) bought 40 CMS Energy shares in Q3 2020, an estimated $2.45K.
CMS Energy made up 0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #187 holding.
Cornerstone Advisors (Washington) first reported a position in CMS Energy in Q4 2014 and has held it in 24 quarters since.
557 funds tracked by Wall St. Rank held CMS Energy as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.