Destination Wealth Management’s CMS Energy CMS Stock Holding History

Destination 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
2019 Q3	–	Sell	-500	Closed	-$29K	–	208
2019 Q2	$29K	Hold	500	–	–	﹤0.01%	342
2019 Q1	$28K	Hold	500	–	–	﹤0.01%	352
2018 Q4	$25K	Hold	500	–	–	﹤0.01%	337
2018 Q3	$25K	Buy	+500	New	+$24.4K	﹤0.01%	376

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

PAMU

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Destination Wealth Management's CMS Position: Q3 2019 in Review

Destination Wealth Management sold out of CMS Energy (CMS) in Q3 2019, closing a stake of 500 shares — an estimated $29K sold.

Destination Wealth Management first reported a position in CMS in Q3 2018 and held it in 4 quarters. The position peaked at $29K in Q2 2019. 556 funds tracked by Wall St. Rank hold CMS as of Q3 2019.

Destination Wealth Management reported no remaining CMS Energy position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 500 CMS Energy shares in Q3 2019, an estimated $29K.
Destination Wealth Management first reported a position in CMS Energy in Q3 2018 and held it in 4 quarters.
Destination Wealth Management's CMS Energy position peaked at $29K in Q2 2019.
556 funds tracked by Wall St. Rank held CMS Energy as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.