Kaizen Advisory’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
Other funds holding CMS
Kaizen Advisory's CMS Position: Q4 2018 in Review
Kaizen Advisory increased its CMS Energy (CMS) stake by 24% in Q4 2018, buying an estimated $7.27K and bringing the position to 734 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #384.
Kaizen Advisory first reported a position in CMS in Q4 2017 and has held it in 5 quarters since. 553 funds tracked by Wall St. Rank hold CMS as of Q4 2018.
- Kaizen Advisory held 734 shares of CMS Energy worth $36K as of Q4 2018.
- Kaizen Advisory bought 144 CMS Energy shares in Q4 2018, an estimated $7.27K.
- CMS Energy made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #384 holding.
- Kaizen Advisory first reported a position in CMS Energy in Q4 2017 and has held it in 5 quarters since.
- 553 funds tracked by Wall St. Rank held CMS Energy as of Q4 2018.
Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.