Great Diamond Partners’s CMS Energy CMS Stock Holding History

Great Diamond Partners’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
2020 Q1	–	Sell	-97	Closed	-$6K	–	216
2019 Q4	$6K	Buy	+97	New	+$6.05K	﹤0.01%	586

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

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

Great Diamond Partners's CMS Position: Q1 2020 in Review

Great Diamond Partners sold out of CMS Energy (CMS) in Q1 2020, closing a stake of 97 shares — an estimated $6K sold.

Great Diamond Partners first reported a position in CMS in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 564 funds tracked by Wall St. Rank hold CMS as of Q1 2020.

Great Diamond Partners reported no remaining CMS Energy position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 97 CMS Energy shares in Q1 2020, an estimated $6K.
Great Diamond Partners first reported a position in CMS Energy in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's CMS Energy position peaked at $6K in Q4 2019.
564 funds tracked by Wall St. Rank held CMS Energy as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.