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FDx Advisors’s CMS Energy CMS Stock Holding History

FDx 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
-4,739
Closed -$215K – 892
2018
Q1 		$215K Sell
4,739
-1,324
-22% -$58.1K 0.01% 1103
2017
Q4 		$287K Buy
6,063
+794
+15% +$38.5K 0.01% 1058
2017
Q3 		$244K Sell
5,269
-366
-6% -$17.3K 0.01% 1124
2017
Q2 		$261K Buy
+5,635
New +$261K 0.01% 1036
2016
Q4 		– Sell
-14,466
Closed -$608K – 1127
2016
Q3 		$608K Buy
14,466
+7,439
+106% +$325K 0.03% 550
2016
Q2 		$322K Buy
7,027
+354
+5% +$14.9K 0.01% 732
2016
Q1 		$283K Buy
6,673
+517
+8% +$20.2K 0.01% 756
2015
Q4 		$222K Buy
+6,156
New +$219K 0.01% 800

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