EA
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Edge Advisors’s CMS Energy CMS Stock Holding History

Edge Advisors’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
2018
Q2 		– Sell
-140
Closed -$6K – 836
2018
Q1 		$6K Buy
+140
New +$6.14K ﹤0.01% 739
2017
Q4 		– Sell
-305
Closed -$14K – 915
2017
Q3 		$14K Hold
305
– – ﹤0.01% 688
2017
Q2 		$14K Hold
305
– – ﹤0.01% 702
2017
Q1 		$13K Hold
305
– – ﹤0.01% 726
2016
Q4 		$12K Buy
+305
New +$12.5K ﹤0.01% 671

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Edge Advisors's CMS Position: Q2 2018 in Review

Edge Advisors sold out of CMS Energy (CMS) in Q2 2018, closing a stake of 140 shares — an estimated $6K sold.

Edge Advisors first reported a position in CMS in Q4 2016 and held it in 5 quarters. The position peaked at $14K in Q3 2017. 508 funds tracked by Wall St. Rank hold CMS as of Q2 2018.

  • Edge Advisors reported no remaining CMS Energy position as of Q2 2018 after selling out during the quarter.
  • Edge Advisors sold 140 CMS Energy shares in Q2 2018, an estimated $6K.
  • Edge Advisors first reported a position in CMS Energy in Q4 2016 and held it in 5 quarters.
  • Edge Advisors's CMS Energy position peaked at $14K in Q3 2017.
  • 508 funds tracked by Wall St. Rank held CMS Energy as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.