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Litman Gregory Wealth Management’s CMS Energy CMS Stock Holding History

Litman Gregory 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
2019
Q4 		– Sell
-39
Closed -$2K – 219
2019
Q3 		$2K Sell
39
-38
-49% -$2.31K ﹤0.01% 173
2019
Q2 		$4K Buy
+77
New +$4.32K ﹤0.01% 180

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Litman Gregory Wealth Management's CMS Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of CMS Energy (CMS) in Q4 2019, closing a stake of 39 shares — an estimated $2K sold.

Litman Gregory Wealth Management first reported a position in CMS in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 579 funds tracked by Wall St. Rank hold CMS as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining CMS Energy position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 39 CMS Energy shares in Q4 2019, an estimated $2K.
  • Litman Gregory Wealth Management first reported a position in CMS Energy in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's CMS Energy position peaked at $4K in Q2 2019.
  • 579 funds tracked by Wall St. Rank held CMS Energy as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.