Donoghue Forlines’s CMS Energy CMS Stock Holding History

Donoghue Forlines’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 Q4	–	Sell	-39,728	Closed	-$2.54M	–	164
2019 Q3	$2.54M	Buy	+39,728	New	+$2.41M	0.36%	76

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

Bank of New York Mellon New York $544B AUM 28.31% 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 $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Donoghue Forlines's CMS Position: Q4 2019 in Review

Donoghue Forlines sold out of CMS Energy (CMS) in Q4 2019, closing a stake of 39,728 shares — an estimated $2.54M sold.

Donoghue Forlines first reported a position in CMS in Q3 2019 and held it in 1 quarter. The position peaked at $2.54M in Q3 2019. 579 funds tracked by Wall St. Rank hold CMS as of Q4 2019.

Donoghue Forlines reported no remaining CMS Energy position as of Q4 2019 after selling out during the quarter.
Donoghue Forlines sold 39,728 CMS Energy shares in Q4 2019, an estimated $2.54M.
Donoghue Forlines first reported a position in CMS Energy in Q3 2019 and held it in 1 quarter.
Donoghue Forlines's CMS Energy position peaked at $2.54M in Q3 2019.
579 funds tracked by Wall St. Rank held CMS Energy as of Q4 2019.

Based on Donoghue Forlines's 13F filing for Q4 2019, filed 27 Jan 2020.