EWA
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Evolution Wealth Advisors’s CMS Energy CMS Stock Holding History

Evolution Wealth 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
2020
Q4 		– Sell
-103
Closed -$6K – 587
2020
Q3 		$6K Hold
103
– – ﹤0.01% 409
2020
Q2 		$6K Hold
103
– – ﹤0.01% 337
2020
Q1 		$6K Buy
+103
New +$6.59K ﹤0.01% 236
2019
Q4 		– Sell
-103
Closed -$7K – 637
2019
Q3 		$7K Buy
+103
New +$6.25K ﹤0.01% 226

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Evolution Wealth Advisors's CMS Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of CMS Energy (CMS) in Q4 2020, closing a stake of 103 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in CMS in Q3 2019 and held it in 4 quarters. The position peaked at $7K in Q3 2019. 558 funds tracked by Wall St. Rank hold CMS as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining CMS Energy position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 103 CMS Energy shares in Q4 2020, an estimated $6K.
  • Evolution Wealth Advisors first reported a position in CMS Energy in Q3 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's CMS Energy position peaked at $7K in Q3 2019.
  • 558 funds tracked by Wall St. Rank held CMS Energy as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.