Global Trust Asset Management’s CMS Energy CMS Stock Holding History

Global Trust 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
2019 Q1	–	Sell	-256	Closed	-$13K	–	390
2018 Q4	$13K	Hold	256	–	–	0.01%	252
2018 Q3	$13K	Hold	256	–	–	0.01%	293
2018 Q2	$12K	Hold	256	–	–	0.01%	290
2018 Q1	$12K	Hold	256	–	–	0.01%	277
2017 Q4	$12K	Buy	+256	New	+$12.4K	0.01%	289

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

Global Trust Asset Management's CMS Position: Q1 2019 in Review

Global Trust Asset Management sold out of CMS Energy (CMS) in Q1 2019, closing a stake of 256 shares — an estimated $13K sold.

Global Trust Asset Management first reported a position in CMS in Q4 2017 and held it in 5 quarters. The position peaked at $13K in Q4 2018. 571 funds tracked by Wall St. Rank hold CMS as of Q1 2019.

Global Trust Asset Management reported no remaining CMS Energy position as of Q1 2019 after selling out during the quarter.
Global Trust Asset Management sold 256 CMS Energy shares in Q1 2019, an estimated $13K.
Global Trust Asset Management first reported a position in CMS Energy in Q4 2017 and held it in 5 quarters.
Global Trust Asset Management's CMS Energy position peaked at $13K in Q4 2018.
571 funds tracked by Wall St. Rank held CMS Energy as of Q1 2019.

Based on Global Trust Asset Management's 13F filing for Q1 2019, filed 5 Apr 2019.