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Legacy Financial Advisors’s CMS Energy CMS Stock Holding History

Legacy Financial 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
Q2 		– Sell
-377
Closed -$21K – 274
2019
Q1 		$21K Buy
377
+17
+5% +$896 0.01% 441
2018
Q4 		$18K Buy
360
+107
+42% +$5.41K 0.01% 433
2018
Q3 		$12K Buy
253
+18
+8% +$877 ﹤0.01% 466
2018
Q2 		$11K Buy
235
+186
+380% +$8.4K ﹤0.01% 493
2018
Q1 		$2K Sell
49
-103
-68% -$4.52K ﹤0.01% 748
2017
Q4 		$7K Buy
+152
New +$7.36K ﹤0.01% 563

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

Legacy Financial Advisors's CMS Position: Q2 2019 in Review

Legacy Financial Advisors sold out of CMS Energy (CMS) in Q2 2019, closing a stake of 377 shares — an estimated $21K sold.

Legacy Financial Advisors first reported a position in CMS in Q4 2017 and held it in 6 quarters. The position peaked at $21K in Q1 2019. 546 funds tracked by Wall St. Rank hold CMS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining CMS Energy position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 377 CMS Energy shares in Q2 2019, an estimated $21K.
  • Legacy Financial Advisors first reported a position in CMS Energy in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's CMS Energy position peaked at $21K in Q1 2019.
  • 546 funds tracked by Wall St. Rank held CMS Energy as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.