Family Legacy Inc’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
– Sell
-22
Closed -$1K – 124
2018
Q4
$1K Hold
22
– – ﹤0.01% 164
2018
Q3
$1K Hold
22
– – ﹤0.01% 168
2018
Q2
$1K Buy
+22
New +$994 ﹤0.01% 168

Other funds holding CMS

Family Legacy Inc's CMS Position: Q1 2019 in Review

Family Legacy Inc sold out of CMS Energy (CMS) in Q1 2019, closing a stake of 22 shares — an estimated $1K sold.

Family Legacy Inc first reported a position in CMS in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 571 funds tracked by Wall St. Rank hold CMS as of Q1 2019.

  • Family Legacy Inc reported no remaining CMS Energy position as of Q1 2019 after selling out during the quarter.
  • Family Legacy Inc sold 22 CMS Energy shares in Q1 2019, an estimated $1K.
  • Family Legacy Inc first reported a position in CMS Energy in Q2 2018 and held it in 3 quarters.
  • Family Legacy Inc's CMS Energy position peaked at $1K in Q4 2018.
  • 571 funds tracked by Wall St. Rank held CMS Energy as of Q1 2019.

Based on Family Legacy Inc's 13F filing for Q1 2019, filed 6 May 2019.