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Financial Gravity Companies’s CMS Energy CMS Stock Holding History

Financial Gravity Companies’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
Q4 		$1K Buy
+13
New +$657 ﹤0.01% 1047
2018
Q1 		$0 Buy
8
+5
+167% +$219 ﹤0.01% 1422
2017
Q4 		$0 Buy
+3
New +$145 ﹤0.01% 1361

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Gravity Companies's CMS Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in CMS Energy (CMS) in Q4 2018: 13 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1047 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CMS as recently as Q1 2018.

Financial Gravity Companies first reported a position in CMS in Q4 2017 and has held it in 3 quarters since. 553 funds tracked by Wall St. Rank hold CMS as of Q4 2018.

  • Financial Gravity Companies held 13 shares of CMS Energy worth $1K as of Q4 2018.
  • CMS Energy was a new Financial Gravity Companies position in Q4 2018.
  • CMS Energy made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1047 holding.
  • Financial Gravity Companies first reported a position in CMS Energy in Q4 2017 and has held it in 3 quarters since.
  • 553 funds tracked by Wall St. Rank held CMS Energy as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.