IWA
CMS icon

IBEX Wealth Advisors’s CMS Energy CMS Stock Holding History

IBEX Wealth Advisors’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
-2,661
Closed -$154K – 134
2019
Q2 		$154K Buy
+2,661
New +$149K 0.04% 145
2018
Q1 		– Sell
-15,404
Closed -$713K – 96
2017
Q4 		$713K Buy
15,404
+1,271
+9% +$61.6K 0.32% 63
2017
Q3 		$657K Buy
14,133
+1,957
+16% +$92.4K 0.24% 89
2017
Q2 		$555K Buy
12,176
+2,619
+27% +$121K 0.22% 92
2017
Q1 		$433K Buy
9,557
+1
+0% +$43 0.27% 67
2016
Q4 		$405K Buy
9,556
+1,123
+13% +$45.9K 0.19% 93
2016
Q3 		$355K Buy
+8,433
New +$368K 0.19% 94

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $91.8B 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 $1.02T AUM 30.18% 1-Year Est. Return