JBJ Investment Partners’s CMS Energy CMS Stock Holding History

JBJ Investment 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	-550	Closed	-$31K	–	81
2019 Q1	$31K	Buy	+550	New	+$29K	0.01%	123

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JBJ Investment Partners's CMS Position: Q2 2019 in Review

JBJ Investment Partners sold out of CMS Energy (CMS) in Q2 2019, closing a stake of 550 shares — an estimated $31K sold.

JBJ Investment Partners first reported a position in CMS in Q1 2019 and held it in 1 quarter. The position peaked at $31K in Q1 2019. 546 funds tracked by Wall St. Rank hold CMS as of Q2 2019.

JBJ Investment Partners reported no remaining CMS Energy position as of Q2 2019 after selling out during the quarter.
JBJ Investment Partners sold 550 CMS Energy shares in Q2 2019, an estimated $31K.
JBJ Investment Partners first reported a position in CMS Energy in Q1 2019 and held it in 1 quarter.
JBJ Investment Partners's CMS Energy position peaked at $31K in Q1 2019.
546 funds tracked by Wall St. Rank held CMS Energy as of Q2 2019.

Based on JBJ Investment Partners's 13F filing for Q2 2019, filed 25 Jul 2019.