Dubuque Bank & Trust’s CMS Energy CMS Stock Holding History

Dubuque Bank & Trust’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	-200	Closed	-$11K	–	243
2019 Q1	$11K	Buy	+200	New	+$10.5K	﹤0.01%	451

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

Dubuque Bank & Trust's CMS Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of CMS Energy (CMS) in Q2 2019, closing a stake of 200 shares — an estimated $11K sold.

Dubuque Bank & Trust first reported a position in CMS in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 546 funds tracked by Wall St. Rank hold CMS as of Q2 2019.

Dubuque Bank & Trust reported no remaining CMS Energy position as of Q2 2019 after selling out during the quarter.
Dubuque Bank & Trust sold 200 CMS Energy shares in Q2 2019, an estimated $11K.
Dubuque Bank & Trust first reported a position in CMS Energy in Q1 2019 and held it in 1 quarter.
Dubuque Bank & Trust's CMS Energy position peaked at $11K in Q1 2019.
546 funds tracked by Wall St. Rank held CMS Energy as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.