Enterprise Financial Services Corp (EFSC)’s CMS Energy CMS Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021 Q3	–	Sell	-209	Closed	-$12K	–	561
2021 Q2	$12K	Hold	209	–	–	﹤0.01%	700
2021 Q1	$13K	Buy	209 +23	+12%	+$1.32K	﹤0.01%	694
2020 Q4	$11K	Hold	186	–	–	﹤0.01%	693
2020 Q3	$11K	Hold	186	–	–	﹤0.01%	666
2020 Q2	$11K	Buy	186 +25	+16%	+$1.45K	﹤0.01%	674
2020 Q1	$9K	Sell	161 -83	-34%	-$5.31K	﹤0.01%	658
2019 Q4	$15K	Hold	244	–	–	﹤0.01%	637
2019 Q3	$16K	Hold	244	–	–	﹤0.01%	606
2019 Q2	$14K	Hold	244	–	–	﹤0.01%	665
2019 Q1	$14K	Hold	244	–	–	﹤0.01%	658
2018 Q4	$12K	Sell	244 -23	-9%	-$1.16K	0.01%	474
2018 Q3	$13K	Buy	267 +213	+394%	+$10.4K	0.01%	524
2018 Q2	$3K	Hold	54	–	–	﹤0.01%	799
2018 Q1	$2K	Buy	+54	New	+$2.37K	﹤0.01%	826
2016 Q4	–	Sell	-61	Closed	-$3K	–	1069
2016 Q3	$3K	Buy	+61	New	+$2.66K	﹤0.01%	797
2015 Q2	–	Sell	-36	Closed	-$1K	–	1103
2015 Q1	$1K	Hold	36	–	–	﹤0.01%	1132
2014 Q4	$1K	Hold	36	–	–	﹤0.01%	1142
2014 Q3	$1K	Hold	36	–	–	﹤0.01%	1119
2014 Q2	$1K	Hold	36	–	–	﹤0.01%	1133
2014 Q1	$1K	Hold	36	–	–	﹤0.01%	1160
2013 Q4	$1K	Hold	36	–	–	﹤0.01%	1085
2013 Q3	$1K	Hold	36	–	–	﹤0.01%	1102
2013 Q2	$1K	Buy	+36	New	+$1.01K	﹤0.01%	949

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s CMS Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of CMS Energy (CMS) in Q3 2021, closing a stake of 209 shares — an estimated $12K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in CMS in Q2 2013 and held it in 23 quarters. The position peaked at $16K in Q3 2019. 565 funds tracked by Wall St. Rank hold CMS as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining CMS Energy position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 209 CMS Energy shares in Q3 2021, an estimated $12K.
Enterprise Financial Services Corp (EFSC) first reported a position in CMS Energy in Q2 2013 and held it in 23 quarters.
Enterprise Financial Services Corp (EFSC)'s CMS Energy position peaked at $16K in Q3 2019.
565 funds tracked by Wall St. Rank held CMS Energy as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.