First Capital Advisors Group’s CMS Energy CMS Stock Holding History

First Capital Advisors Group’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	$278K	Sell	5,602 -418	-7%	-$21.1K	0.21%	102
2018 Q3	$295K	Sell	6,020 -113	-2%	-$5.51K	0.18%	109
2018 Q2	$290K	Sell	6,133 -41	-0.7%	-$1.85K	0.19%	115
2018 Q1	$280K	Sell	6,174 -1,310	-18%	-$57.5K	0.16%	121
2017 Q4	$354K	Sell	7,484 -350	-4%	-$17K	0.22%	118
2017 Q3	$363K	Sell	7,834 -3,873	-33%	-$183K	0.25%	107
2017 Q2	$541K	Sell	11,707 -1,208	-9%	-$55.8K	0.37%	89
2017 Q1	$578K	Buy	12,915 +1,472	+13%	+$63.8K	0.43%	80
2016 Q4	$476K	Buy	+11,443	New	+$468K	0.44%	76

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

First Capital Advisors Group's CMS Position: Q4 2018 in Review

First Capital Advisors Group reduced its CMS Energy (CMS) stake by 6.9% in Q4 2018, selling an estimated $21.1K and leaving 5,602 shares worth $278K. The position accounts for 0.21% of the portfolio, ranked #102.

First Capital Advisors Group first reported a position in CMS in Q4 2016 and has held it in 9 quarters since. The position peaked at $578K in Q1 2017. 554 funds tracked by Wall St. Rank hold CMS as of Q4 2018.

First Capital Advisors Group held 5,602 shares of CMS Energy worth $278K as of Q4 2018.
First Capital Advisors Group sold 418 CMS Energy shares in Q4 2018, an estimated $21.1K.
CMS Energy made up 0.21% of First Capital Advisors Group's portfolio in Q4 2018, its #102 holding.
First Capital Advisors Group first reported a position in CMS Energy in Q4 2016 and has held it in 9 quarters since.
First Capital Advisors Group's CMS Energy position peaked at $578K in Q1 2017.
554 funds tracked by Wall St. Rank held CMS Energy as of Q4 2018.

Based on First Capital Advisors Group's 13F filing for Q4 2018, filed 7 Feb 2019.