IWA
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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 $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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IBEX Wealth Advisors's CMS Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of CMS Energy (CMS) in Q3 2019, closing a stake of 2,661 shares — an estimated $154K sold.

IBEX Wealth Advisors first reported a position in CMS in Q3 2016 and held it in 7 quarters. The position peaked at $713K in Q4 2017. 556 funds tracked by Wall St. Rank hold CMS as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining CMS Energy position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 2,661 CMS Energy shares in Q3 2019, an estimated $154K.
  • IBEX Wealth Advisors first reported a position in CMS Energy in Q3 2016 and held it in 7 quarters.
  • IBEX Wealth Advisors's CMS Energy position peaked at $713K in Q4 2017.
  • 556 funds tracked by Wall St. Rank held CMS Energy as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.