D'Orazio & Associates’s CMS Energy CMS Stock Holding History

D'Orazio & Associates’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 Q2	–	Sell	-44	Closed	-$2K	–	335
2019 Q1	$2K	Buy	+44	New	+$2.32K	﹤0.01%	314
2015 Q4	–	Sell	-70	Closed	-$3K	–	271
2015 Q3	$3K	Buy	+70	New	+$2.36K	﹤0.01%	257

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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

D'Orazio & Associates's CMS Position: Q2 2019 in Review

D'Orazio & Associates sold out of CMS Energy (CMS) in Q2 2019, closing a stake of 44 shares — an estimated $2K sold.

D'Orazio & Associates first reported a position in CMS in Q3 2015 and held it in 2 quarters. The position peaked at $3K in Q3 2015. 546 funds tracked by Wall St. Rank hold CMS as of Q2 2019.

D'Orazio & Associates reported no remaining CMS Energy position as of Q2 2019 after selling out during the quarter.
D'Orazio & Associates sold 44 CMS Energy shares in Q2 2019, an estimated $2K.
D'Orazio & Associates first reported a position in CMS Energy in Q3 2015 and held it in 2 quarters.
D'Orazio & Associates's CMS Energy position peaked at $3K in Q3 2015.
546 funds tracked by Wall St. Rank held CMS Energy as of Q2 2019.

Based on D'Orazio & Associates's 13F filing for Q2 2019, filed 5 Aug 2019.