GC
CMS icon

Grace Capital’s CMS Energy CMS Stock Holding History

Grace Capital’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
Q3 		– Sell
-18,403
Closed -$1.07M – 144
2019
Q2 		$1.07M Sell
18,403
-19,946
-52% -$1.12M 0.51% 60
2019
Q1 		$2.13M Buy
38,349
+6,728
+21% +$355K 0.83% 36
2018
Q4 		$1.57M Buy
+31,621
New +$1.6M 0.73% 48
2015
Q4 		– Sell
-21,470
Closed -$728K – 90
2015
Q3 		$728K Hold
21,470
– – 0.3% 80
2015
Q2 		$728K Sell
21,470
-47,070
-69% -$1.58M 0.3% 80
2015
Q1 		$2.39M Buy
+68,540
New +$2.43M 0.54% 73

Other funds holding CMS

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return