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Mariner Wealth Advisors (Cincinnati)’s CMS Energy CMS Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2017
Q2 		– Sell
-7,657
Closed -$343K – 255
2017
Q1 		$343K Buy
+7,657
New +$332K 0.02% 205

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s CMS Position: Q2 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of CMS Energy (CMS) in Q2 2017, closing a stake of 7,657 shares — an estimated $343K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in CMS in Q1 2017 and held it in 1 quarter. The position peaked at $343K in Q1 2017. 482 funds tracked by Wall St. Rank hold CMS as of Q2 2017.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining CMS Energy position as of Q2 2017 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 7,657 CMS Energy shares in Q2 2017, an estimated $343K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in CMS Energy in Q1 2017 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s CMS Energy position peaked at $343K in Q1 2017.
  • 482 funds tracked by Wall St. Rank held CMS Energy as of Q2 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q2 2017, filed 4 Aug 2017.