Darwin Wealth Management’s CMS Energy CMS Stock Holding History

Darwin Wealth 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 Q2	–	Sell	-23	Closed	-$1K	–	261
2020 Q1	$1K	Buy	+23	New	+$1.47K	﹤0.01%	727
2018 Q1	–	Sell	-38,972	Closed	-$1.84M	–	128
2017 Q4	$1.84M	Buy	+38,972	New	+$1.89M	0.79%	51
2017 Q3	–	Sell	-37,215	Closed	-$1.72M	–	104
2017 Q2	$1.72M	Sell	37,215 -2,355	-6%	-$109K	0.95%	48
2017 Q1	$1.77M	Buy	+39,570	New	+$1.71M	1.03%	48

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Darwin Wealth Management's CMS Position: Q2 2020 in Review

Darwin Wealth Management sold out of CMS Energy (CMS) in Q2 2020, closing a stake of 23 shares — an estimated $1K sold.

Darwin Wealth Management first reported a position in CMS in Q1 2017 and held it in 4 quarters. The position peaked at $1.84M in Q4 2017. 556 funds tracked by Wall St. Rank hold CMS as of Q2 2020.

Darwin Wealth Management reported no remaining CMS Energy position as of Q2 2020 after selling out during the quarter.
Darwin Wealth Management sold 23 CMS Energy shares in Q2 2020, an estimated $1K.
Darwin Wealth Management first reported a position in CMS Energy in Q1 2017 and held it in 4 quarters.
Darwin Wealth Management's CMS Energy position peaked at $1.84M in Q4 2017.
556 funds tracked by Wall St. Rank held CMS Energy as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.