JOYN Advisors’s CMS Energy CMS Stock Holding History

JOYN 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 Q1	–	Sell	-523	Closed	-$26K	–	363
2018 Q4	$26K	Sell	523 -3	-0.6%	-$152	0.01%	558
2018 Q3	$26K	Buy	526 +91	+21%	+$4.43K	﹤0.01%	588
2018 Q2	$21K	Buy	435 +422	+3,246%	+$19.1K	﹤0.01%	658
2018 Q1	$1K	Buy	+13	New	+$570	﹤0.01%	1159

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

JOYN Advisors's CMS Position: Q1 2019 in Review

JOYN Advisors sold out of CMS Energy (CMS) in Q1 2019, closing a stake of 523 shares — an estimated $26K sold.

JOYN Advisors first reported a position in CMS in Q1 2018 and held it in 4 quarters. The position peaked at $26K in Q4 2018. 571 funds tracked by Wall St. Rank hold CMS as of Q1 2019.

JOYN Advisors reported no remaining CMS Energy position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 523 CMS Energy shares in Q1 2019, an estimated $26K.
JOYN Advisors first reported a position in CMS Energy in Q1 2018 and held it in 4 quarters.
JOYN Advisors's CMS Energy position peaked at $26K in Q4 2018.
571 funds tracked by Wall St. Rank held CMS Energy as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.