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Gryphon Financial Partners’s CMS Energy CMS Stock Holding History

Gryphon Financial 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
2018
Q3 		– Sell
-1,530
Closed -$72K – 284
2018
Q2 		$72K Hold
1,530
– – 0.03% 171
2018
Q1 		$69K Hold
1,530
– – 0.04% 177
2017
Q4 		$72K Buy
+1,530
New +$74.1K 0.04% 186

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Bank of New York Mellon
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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gryphon Financial Partners's CMS Position: Q3 2018 in Review

Gryphon Financial Partners sold out of CMS Energy (CMS) in Q3 2018, closing a stake of 1,530 shares — an estimated $72K sold.

Gryphon Financial Partners first reported a position in CMS in Q4 2017 and held it in 3 quarters. The position peaked at $72K in Q2 2018. 519 funds tracked by Wall St. Rank hold CMS as of Q3 2018.

  • Gryphon Financial Partners reported no remaining CMS Energy position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 1,530 CMS Energy shares in Q3 2018, an estimated $72K.
  • Gryphon Financial Partners first reported a position in CMS Energy in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's CMS Energy position peaked at $72K in Q2 2018.
  • 519 funds tracked by Wall St. Rank held CMS Energy as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.