GLI
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Guardian Life Insurance’s CMS Energy CMS Stock Holding History

Guardian Life Insurance’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
-835
Closed -$52K – 97
2019
Q4 		$52K Buy
835
+9
+1% +$561 0.01% 314
2019
Q3 		$53K Buy
826
+9
+1% +$546 0.01% 306
2019
Q2 		$47K Hold
817
– – 0.01% 329
2019
Q1 		$45K Buy
817
+12
+1% +$633 0.01% 326
2018
Q4 		$40K Hold
805
– – 0.01% 319
2018
Q3 		$39K Buy
805
+22
+3% +$1.07K 0.01% 369
2018
Q2 		$37K Buy
783
+128
+20% +$5.78K 0.01% 363
2018
Q1 		$30K Sell
655
-260
-28% -$11.4K 0.01% 371
2017
Q4 		$43K Buy
915
+274
+43% +$13.3K 0.01% 370
2017
Q3 		$30K Buy
641
+13
+2% +$614 ﹤0.01% 352
2017
Q2 		$29K Sell
628
-448
-42% -$20.7K ﹤0.01% 350
2017
Q1 		$48K Buy
1,076
+7
+0.7% +$303 0.01% 363
2016
Q4 		$44K Buy
1,069
+30
+3% +$1.23K 0.01% 384
2016
Q3 		$44K Hold
1,039
– – ﹤0.01% 400
2016
Q2 		$48K Buy
1,039
+14
+1% +$588 ﹤0.01% 387
2016
Q1 		$44K Sell
1,025
-289
-22% -$11.3K ﹤0.01% 404
2015
Q4 		$47K Sell
1,314
-298
-18% -$10.6K ﹤0.01% 436
2015
Q3 		$57K Buy
1,612
+408
+34% +$13.8K 0.01% 436
2015
Q2 		$38K Hold
1,204
– – ﹤0.01% 481
2015
Q1 		$42K Sell
1,204
-359
-23% -$12.7K ﹤0.01% 466
2014
Q4 		$54K Hold
1,563
– – 0.01% 463
2014
Q3 		$46K Buy
1,563
+62
+4% +$1.85K ﹤0.01% 482
2014
Q2 		$47K Hold
1,501
– – ﹤0.01% 476
2014
Q1 		$44K Hold
1,501
– – ﹤0.01% 493
2013
Q4 		$40K Sell
1,501
-1,686
-53% -$45.4K ﹤0.01% 502
2013
Q3 		$84K Hold
3,187
– – 0.01% 490
2013
Q2 		$87K Buy
+3,187
New +$89.4K 0.01% 472

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
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
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Guardian Life Insurance's CMS Position: Q1 2020 in Review

Guardian Life Insurance sold out of CMS Energy (CMS) in Q1 2020, closing a stake of 835 shares — an estimated $52K sold.

Guardian Life Insurance first reported a position in CMS in Q2 2013 and held it in 27 quarters. The position peaked at $87K in Q2 2013. 564 funds tracked by Wall St. Rank hold CMS as of Q1 2020.

  • Guardian Life Insurance reported no remaining CMS Energy position as of Q1 2020 after selling out during the quarter.
  • Guardian Life Insurance sold 835 CMS Energy shares in Q1 2020, an estimated $52K.
  • Guardian Life Insurance first reported a position in CMS Energy in Q2 2013 and held it in 27 quarters.
  • Guardian Life Insurance's CMS Energy position peaked at $87K in Q2 2013.
  • 564 funds tracked by Wall St. Rank held CMS Energy as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.