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McKinley Carter Wealth Services’s CMS Energy CMS Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-946
Closed -$43K – 203
2018
Q1 		$43K Buy
+946
New +$41.5K 0.01% 273

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

McKinley Carter Wealth Services's CMS Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of CMS Energy (CMS) in Q2 2018, closing a stake of 946 shares — an estimated $43K sold.

McKinley Carter Wealth Services first reported a position in CMS in Q1 2018 and held it in 1 quarter. The position peaked at $43K in Q1 2018. 508 funds tracked by Wall St. Rank hold CMS as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining CMS Energy position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 946 CMS Energy shares in Q2 2018, an estimated $43K.
  • McKinley Carter Wealth Services first reported a position in CMS Energy in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's CMS Energy position peaked at $43K in Q1 2018.
  • 508 funds tracked by Wall St. Rank held CMS Energy as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.