First Allied Advisory Services’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-10,782
Closed -$502K 1127
2017
Q2
$502K Sell
10,782
-1,338
-11% -$61.9K 0.02% 615
2017
Q1
$542K Sell
12,120
-1,066
-8% -$46.2K 0.03% 558
2016
Q4
$549K Sell
13,186
-607
-4% -$24.8K 0.03% 561
2016
Q3
$579K Sell
13,793
-1,858
-12% -$81.1K 0.03% 520
2016
Q2
$716K Buy
+15,651
New +$658K 0.04% 441

Other funds holding CMS

First Allied Advisory Services's CMS Position: Q3 2017 in Review

First Allied Advisory Services sold out of CMS Energy (CMS) in Q3 2017, closing a stake of 10,782 shares — an estimated $502K sold.

First Allied Advisory Services first reported a position in CMS in Q2 2016 and held it in 5 quarters. The position peaked at $716K in Q2 2016. 476 funds tracked by Wall St. Rank hold CMS as of Q3 2017.

  • First Allied Advisory Services reported no remaining CMS Energy position as of Q3 2017 after selling out during the quarter.
  • First Allied Advisory Services sold 10,782 CMS Energy shares in Q3 2017, an estimated $502K.
  • First Allied Advisory Services first reported a position in CMS Energy in Q2 2016 and held it in 5 quarters.
  • First Allied Advisory Services's CMS Energy position peaked at $716K in Q2 2016.
  • 476 funds tracked by Wall St. Rank held CMS Energy as of Q3 2017.

Based on First Allied Advisory Services's 13F filing for Q3 2017, filed 14 Nov 2017.