Loring Wolcott & Coolidge Fiduciary Advisors’s CMS Energy CMS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022 Q4	–	Sell	-36	Closed	-$2K	–	580
2022 Q3	$2K	Hold	36	–	–	﹤0.01%	578
2022 Q2	$2K	Buy	+36	New	+$2.49K	﹤0.01%	604
2019 Q4	–	Sell	-37	Closed	-$2K	–	674
2019 Q3	$2K	Sell	37 -76	-67%	-$4.61K	﹤0.01%	634
2019 Q2	$7K	Hold	113	–	–	﹤0.01%	578
2019 Q1	$6K	Buy	113 +76	+205%	+$4.01K	﹤0.01%	581
2018 Q4	$2K	Hold	37	–	–	﹤0.01%	626
2018 Q3	$2K	Hold	37	–	–	﹤0.01%	599
2018 Q2	$2K	Hold	37	–	–	﹤0.01%	609
2018 Q1	$2K	Hold	37	–	–	﹤0.01%	657
2017 Q4	$2K	Hold	37	–	–	﹤0.01%	643
2017 Q3	$2K	Buy	+37	New	+$1.75K	﹤0.01%	637

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CMS Position: Q4 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of CMS Energy (CMS) in Q4 2022, closing a stake of 36 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CMS in Q3 2017 and held it in 11 quarters. The position peaked at $7K in Q2 2019. 636 funds tracked by Wall St. Rank hold CMS as of Q4 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining CMS Energy position as of Q4 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 36 CMS Energy shares in Q4 2022, an estimated $2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CMS Energy in Q3 2017 and held it in 11 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's CMS Energy position peaked at $7K in Q2 2019.
636 funds tracked by Wall St. Rank held CMS Energy as of Q4 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.