CRC
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Curi RMB Capital’s CMS Energy CMS Stock Holding History

Curi RMB Capital’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
Q1 		– Sell
-52,737
Closed -$3.31M – 675
2019
Q4 		$3.31M Sell
52,737
-1,909
-3% -$119K 0.12% 203
2019
Q3 		$3.5M Sell
54,646
-177
-0.3% -$10.7K 0.13% 217
2019
Q2 		$3.17M Sell
54,823
-9,926
-15% -$557K 0.11% 244
2019
Q1 		$3.6M Buy
64,749
+12
+0% +$633 0.12% 239
2018
Q4 		$3.21M Sell
64,737
-4,032
-6% -$204K 0.11% 253
2018
Q3 		$3.37M Sell
68,769
-8,130
-11% -$396K 0.1% 268
2018
Q2 		$3.64M Sell
76,899
-7,653
-9% -$346K 0.11% 254
2018
Q1 		$3.83M Sell
84,552
-16,953
-17% -$744K 0.12% 266
2017
Q4 		$4.8M Sell
101,505
-38,882
-28% -$1.88M 0.15% 229
2017
Q3 		$6.5M Sell
140,387
-591
-0.4% -$27.9K 0.21% 186
2017
Q2 		$6.52M Buy
+140,978
New +$6.52M 0.22% 172

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return