Emerson Wealth’s CMS Energy CMS Stock Holding History

Emerson Wealth’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	-6,331	Closed	-$352K	–	27
2019 Q1	$352K	Hold	6,331	–	–	0.27%	17
2018 Q4	$314K	Buy	+6,331	New	+$320K	0.3%	20

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

Emerson Wealth's CMS Position: Q2 2019 in Review

Emerson Wealth sold out of CMS Energy (CMS) in Q2 2019, closing a stake of 6,331 shares — an estimated $352K sold.

Emerson Wealth first reported a position in CMS in Q4 2018 and held it in 2 quarters. The position peaked at $352K in Q1 2019. 546 funds tracked by Wall St. Rank hold CMS as of Q2 2019.

Emerson Wealth reported no remaining CMS Energy position as of Q2 2019 after selling out during the quarter.
Emerson Wealth sold 6,331 CMS Energy shares in Q2 2019, an estimated $352K.
Emerson Wealth first reported a position in CMS Energy in Q4 2018 and held it in 2 quarters.
Emerson Wealth's CMS Energy position peaked at $352K in Q1 2019.
546 funds tracked by Wall St. Rank held CMS Energy as of Q2 2019.

Based on Emerson Wealth's 13F filing for Q2 2019, filed 27 Sep 2019.