Liberty Wealth Management’s CMS Energy CMS Stock Holding History

Liberty Wealth Management’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
2020 Q1	–	Sell	-128	Closed	-$8K	–	896
2019 Q4	$8K	Buy	+128	New	+$7.98K	0.01%	580

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

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

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Liberty Wealth Management's CMS Position: Q1 2020 in Review

Liberty Wealth Management sold out of CMS Energy (CMS) in Q1 2020, closing a stake of 128 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in CMS in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 564 funds tracked by Wall St. Rank hold CMS as of Q1 2020.

Liberty Wealth Management reported no remaining CMS Energy position as of Q1 2020 after selling out during the quarter.
Liberty Wealth Management sold 128 CMS Energy shares in Q1 2020, an estimated $8K.
Liberty Wealth Management first reported a position in CMS Energy in Q4 2019 and held it in 1 quarter.
Liberty Wealth Management's CMS Energy position peaked at $8K in Q4 2019.
564 funds tracked by Wall St. Rank held CMS Energy as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.