Mainstay Capital Management’s CMS Energy CMS Stock Holding History

Mainstay Capital 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
2018 Q4	–	Sell	-500	Closed	-$25K	–	141
2018 Q3	$25K	Hold	500	–	–	0.02%	273
2018 Q2	$24K	Hold	500	–	–	0.02%	256
2018 Q1	$22K	Hold	500	–	–	0.02%	206
2017 Q4	$24K	Buy	+500	New	+$24.2K	0.02%	205

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mainstay Capital Management's CMS Position: Q4 2018 in Review

Mainstay Capital Management sold out of CMS Energy (CMS) in Q4 2018, closing a stake of 500 shares — an estimated $25K sold.

Mainstay Capital Management first reported a position in CMS in Q4 2017 and held it in 4 quarters. The position peaked at $25K in Q3 2018. 553 funds tracked by Wall St. Rank hold CMS as of Q4 2018.

Mainstay Capital Management reported no remaining CMS Energy position as of Q4 2018 after selling out during the quarter.
Mainstay Capital Management sold 500 CMS Energy shares in Q4 2018, an estimated $25K.
Mainstay Capital Management first reported a position in CMS Energy in Q4 2017 and held it in 4 quarters.
Mainstay Capital Management's CMS Energy position peaked at $25K in Q3 2018.
553 funds tracked by Wall St. Rank held CMS Energy as of Q4 2018.

Based on Mainstay Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.