IWP
CMS icon

Icon Wealth Partners’s CMS Energy CMS Stock Holding History

Icon Wealth 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
2019
Q2 		– Sell
-99
Closed -$5K – 280
2019
Q1 		$5K Buy
+99
New +$5.22K ﹤0.01% 749
2018
Q3 		– Sell
-38
Closed -$2K – 361
2018
Q2 		$2K Buy
+38
New +$1.72K ﹤0.01% 797
2018
Q1 		– Sell
-38
Closed -$2K – 350
2017
Q4 		$2K Buy
+38
New +$1.84K ﹤0.01% 825

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Icon Wealth Partners's CMS Position: Q2 2019 in Review

Icon Wealth Partners sold out of CMS Energy (CMS) in Q2 2019, closing a stake of 99 shares — an estimated $5K sold.

Icon Wealth Partners first reported a position in CMS in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q1 2019. 546 funds tracked by Wall St. Rank hold CMS as of Q2 2019.

  • Icon Wealth Partners reported no remaining CMS Energy position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 99 CMS Energy shares in Q2 2019, an estimated $5K.
  • Icon Wealth Partners first reported a position in CMS Energy in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's CMS Energy position peaked at $5K in Q1 2019.
  • 546 funds tracked by Wall St. Rank held CMS Energy as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.