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HL Financial Services’s CMS Energy CMS Stock Holding History

HL Financial Services’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 		$1.82M Buy
32,800
+1,179
+4% +$62.1K 0.03% 302
2018
Q4 		$1.57M Sell
31,621
-763
-2% -$38.5K 0.03% 297
2018
Q3 		$1.59M Sell
32,384
-455
-1% -$22.2K 0.02% 322
2018
Q2 		$1.55M Sell
32,839
-280
-0.8% -$12.6K 0.03% 306
2018
Q1 		$1.5M Sell
33,119
-174
-0.5% -$7.63K 0.03% 294
2017
Q4 		$1.57M Buy
33,293
+387
+1% +$18.7K 0.03% 251
2017
Q3 		$1.52M Sell
32,906
-3,715
-10% -$175K 0.03% 285
2017
Q2 		$1.69M Sell
36,621
-283
-0.8% -$13.1K 0.03% 260
2017
Q1 		$1.65M Sell
36,904
-2,058
-5% -$89.1K 0.03% 255
2016
Q4 		$1.62M Sell
38,962
-1,250
-3% -$51.1K 0.03% 260
2016
Q3 		$1.69M Sell
40,212
-531
-1% -$23.2K 0.04% 252
2016
Q2 		$1.87M Sell
40,743
-2,971
-7% -$125K 0.04% 227
2016
Q1 		$1.85M Sell
43,714
-1,602
-4% -$62.7K 0.05% 222
2015
Q4 		$1.64M Buy
45,316
+1,437
+3% +$51.2K 0.04% 236
2015
Q3 		$1.55M Buy
43,879
+2,865
+7% +$96.6K 0.04% 210
2015
Q2 		$1.31M Sell
41,014
-1
-0% -$34 0.03% 247
2015
Q1 		$1.43M Sell
41,015
-743
-2% -$26.4K 0.04% 229
2014
Q4 		$1.45M Sell
41,758
-100
-0.2% -$3.27K 0.04% 207
2014
Q3 		$1.24M Buy
41,858
+265
+0.6% +$7.91K 0.04% 230
2014
Q2 		$1.3M Buy
41,593
+198
+0.5% +$5.89K 0.04% 221
2014
Q1 		$1.21M Sell
41,395
-2,567
-6% -$71.1K 0.04% 225
2013
Q4 		$1.18M Sell
43,962
-1,147
-3% -$30.9K 0.04% 234
2013
Q3 		$1.19M Sell
45,109
-4,435
-9% -$120K 0.04% 213
2013
Q2 		$1.35M Buy
+49,544
New +$1.39M 0.05% 201

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HL Financial Services's CMS Position: Q1 2019 in Review

HL Financial Services increased its CMS Energy (CMS) stake by 3.7% in Q1 2019, buying an estimated $62.1K and bringing the position to 32,800 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #302.

HL Financial Services first reported a position in CMS in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.87M in Q2 2016. 571 funds tracked by Wall St. Rank hold CMS as of Q1 2019.

  • HL Financial Services held 32,800 shares of CMS Energy worth $1.82M as of Q1 2019.
  • HL Financial Services bought 1,179 CMS Energy shares in Q1 2019, an estimated $62.1K.
  • CMS Energy made up 0.03% of HL Financial Services's portfolio in Q1 2019, its #302 holding.
  • HL Financial Services first reported a position in CMS Energy in Q2 2013 and has held it in 24 quarters since.
  • HL Financial Services's CMS Energy position peaked at $1.87M in Q2 2016.
  • 571 funds tracked by Wall St. Rank held CMS Energy as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.