MBE Wealth Management’s CMS Energy CMS Stock Holding History

MBE 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 Q2	–	Sell	-110	Closed	-$6K	–	133
2020 Q1	$6K	Buy	+110	New	+$7.04K	0.01%	349

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 $3.37T AUM 44.26% 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

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

PAMU

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MBE Wealth Management's CMS Position: Q2 2020 in Review

MBE Wealth Management sold out of CMS Energy (CMS) in Q2 2020, closing a stake of 110 shares — an estimated $6K sold.

MBE Wealth Management first reported a position in CMS in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 556 funds tracked by Wall St. Rank hold CMS as of Q2 2020.

MBE Wealth Management reported no remaining CMS Energy position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 110 CMS Energy shares in Q2 2020, an estimated $6K.
MBE Wealth Management first reported a position in CMS Energy in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's CMS Energy position peaked at $6K in Q1 2020.
556 funds tracked by Wall St. Rank held CMS Energy as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.