Meag Munich Ergo’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,434
Closed -$278K 263
2019
Q4
$278K Sell
4,434
-14,736
-77% -$919K 0.03% 368
2019
Q3
$1.22M Buy
19,170
+8,088
+73% +$491K 0.06% 315
2019
Q2
$638K Hold
11,082
0.05% 350
2019
Q1
$611K Buy
+11,082
New +$584K 0.05% 344
2018
Q1
Sell
-13,506
Closed -$644K 414
2017
Q4
$644K Buy
+13,506
New +$654K 0.02% 417

Other funds holding CMS

Meag Munich Ergo's CMS Position: Q1 2020 in Review

Meag Munich Ergo sold out of CMS Energy (CMS) in Q1 2020, closing a stake of 4,434 shares — an estimated $278K sold.

Meag Munich Ergo first reported a position in CMS in Q4 2017 and held it in 5 quarters. The position peaked at $1.22M in Q3 2019. 564 funds tracked by Wall St. Rank hold CMS as of Q1 2020.

  • Meag Munich Ergo reported no remaining CMS Energy position as of Q1 2020 after selling out during the quarter.
  • Meag Munich Ergo sold 4,434 CMS Energy shares in Q1 2020, an estimated $278K.
  • Meag Munich Ergo first reported a position in CMS Energy in Q4 2017 and held it in 5 quarters.
  • Meag Munich Ergo's CMS Energy position peaked at $1.22M in Q3 2019.
  • 564 funds tracked by Wall St. Rank held CMS Energy as of Q1 2020.

Based on Meag Munich Ergo's 13F filing for Q1 2020, filed 23 Apr 2020.