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Forvis Mazars Wealth Advisors’s CMS Energy CMS Stock Holding History

Forvis Mazars Wealth 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
2016
Q4 		– Sell
-5,544
Closed -$233K – 206
2016
Q3 		$233K Buy
5,544
+617
+13% +$26.9K 0.03% 170
2016
Q2 		$226K Buy
4,927
+80
+2% +$3.36K 0.03% 173
2016
Q1 		$206K Buy
+4,847
New +$190K 0.03% 183

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors's CMS Position: Q4 2016 in Review

Forvis Mazars Wealth Advisors sold out of CMS Energy (CMS) in Q4 2016, closing a stake of 5,544 shares — an estimated $233K sold.

Forvis Mazars Wealth Advisors first reported a position in CMS in Q1 2016 and held it in 3 quarters. The position peaked at $233K in Q3 2016. 489 funds tracked by Wall St. Rank hold CMS as of Q4 2016.

  • Forvis Mazars Wealth Advisors reported no remaining CMS Energy position as of Q4 2016 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 5,544 CMS Energy shares in Q4 2016, an estimated $233K.
  • Forvis Mazars Wealth Advisors first reported a position in CMS Energy in Q1 2016 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's CMS Energy position peaked at $233K in Q3 2016.
  • 489 funds tracked by Wall St. Rank held CMS Energy as of Q4 2016.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2016, filed 6 Jan 2017.