Financial Architects (New Jersey)’s CMS Energy CMS Stock Holding History

Financial Architects (New Jersey)’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	-1,741	Closed	-$97K	–	1238
2019 Q1	$97K	Buy	1,741 +91	+6%	+$4.8K	0.02%	456
2018 Q4	$82K	Hold	1,650	–	–	0.02%	442
2018 Q3	$81K	Buy	1,650 +268	+19%	+$13.1K	0.01%	516
2018 Q2	$65K	Buy	1,382 +99	+8%	+$4.47K	0.01%	495
2018 Q1	$58K	Sell	1,283 -142	-10%	-$6.23K	0.01%	573
2017 Q4	$67K	Hold	1,425	–	–	0.01%	596
2017 Q3	$66K	Sell	1,425 -18	-1%	-$849	0.01%	604
2017 Q2	$67K	Buy	1,443 +220	+18%	+$10.2K	0.01%	577
2017 Q1	$55K	Buy	1,223 +46	+4%	+$1.99K	0.01%	628
2016 Q4	$49K	Buy	1,177 +162	+16%	+$6.62K	0.01%	575
2016 Q3	$43K	Hold	1,015	–	–	0.01%	618
2016 Q2	$47K	Buy	+1,015	New	+$42.6K	0.01%	546

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Architects (New Jersey)'s CMS Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of CMS Energy (CMS) in Q2 2019, closing a stake of 1,741 shares — an estimated $97K sold.

Financial Architects (New Jersey) first reported a position in CMS in Q2 2016 and held it in 12 quarters. The position peaked at $97K in Q1 2019. 546 funds tracked by Wall St. Rank hold CMS as of Q2 2019.

Financial Architects (New Jersey) reported no remaining CMS Energy position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,741 CMS Energy shares in Q2 2019, an estimated $97K.
Financial Architects (New Jersey) first reported a position in CMS Energy in Q2 2016 and held it in 12 quarters.
Financial Architects (New Jersey)'s CMS Energy position peaked at $97K in Q1 2019.
546 funds tracked by Wall St. Rank held CMS Energy as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.