Gemmer Asset Management’s CMS Energy CMS Stock Holding History

Gemmer Asset Management’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
2022 Q2	–	Sell	-68	Closed	-$4K	–	300
2022 Q1	$4K	Hold	68	–	–	﹤0.01%	984
2021 Q4	$4K	Hold	68	–	–	﹤0.01%	1046
2021 Q3	$4K	Hold	68	–	–	﹤0.01%	1021
2021 Q2	$4K	Hold	68	–	–	﹤0.01%	1162
2021 Q1	$4K	Hold	68	–	–	﹤0.01%	1129
2020 Q4	$4K	Hold	68	–	–	﹤0.01%	1054
2020 Q3	$4K	Hold	68	–	–	﹤0.01%	939
2020 Q2	$4K	Hold	68	–	–	﹤0.01%	906
2020 Q1	$4K	Hold	68	–	–	﹤0.01%	818
2019 Q4	$4K	Hold	68	–	–	﹤0.01%	1021
2019 Q3	$4K	Hold	68	–	–	﹤0.01%	1032
2019 Q2	$4K	Hold	68	–	–	﹤0.01%	1010
2019 Q1	$4K	Hold	68	–	–	﹤0.01%	1055
2018 Q4	$3K	Hold	68	–	–	﹤0.01%	1082
2018 Q3	$3K	Hold	68	–	–	﹤0.01%	1171
2018 Q2	$3K	Hold	68	–	–	﹤0.01%	1183
2018 Q1	$3K	Hold	68	–	–	﹤0.01%	1170
2017 Q4	$3K	Hold	68	–	–	﹤0.01%	1108
2017 Q3	$3K	Hold	68	–	–	﹤0.01%	1104
2017 Q2	$3K	Hold	68	–	–	﹤0.01%	1080
2017 Q1	$3K	Hold	68	–	–	﹤0.01%	1069
2016 Q4	$3K	Buy	68 +22	+48%	+$899	﹤0.01%	1060
2016 Q3	$2K	Buy	+46	New	+$2.01K	﹤0.01%	1157

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Gemmer Asset Management's CMS Position: Q2 2022 in Review

Gemmer Asset Management sold out of CMS Energy (CMS) in Q2 2022, closing a stake of 68 shares — an estimated $4K sold.

Gemmer Asset Management first reported a position in CMS in Q3 2016 and held it in 23 quarters. The position peaked at $4K in Q1 2022. 627 funds tracked by Wall St. Rank hold CMS as of Q2 2022.

Gemmer Asset Management reported no remaining CMS Energy position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 68 CMS Energy shares in Q2 2022, an estimated $4K.
Gemmer Asset Management first reported a position in CMS Energy in Q3 2016 and held it in 23 quarters.
Gemmer Asset Management's CMS Energy position peaked at $4K in Q1 2022.
627 funds tracked by Wall St. Rank held CMS Energy as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.