MWPCG
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Measured Wealth Private Client Group’s CMS Energy CMS Stock Holding History

Measured Wealth Private Client Group’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
-103
Closed -$5K – 215
2018
Q3 		$5K Buy
+103
New +$5.02K ﹤0.01% 687

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Measured Wealth Private Client Group's CMS Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of CMS Energy (CMS) in Q4 2018, closing a stake of 103 shares — an estimated $5K sold.

Measured Wealth Private Client Group first reported a position in CMS in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 553 funds tracked by Wall St. Rank hold CMS as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining CMS Energy position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 103 CMS Energy shares in Q4 2018, an estimated $5K.
  • Measured Wealth Private Client Group first reported a position in CMS Energy in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's CMS Energy position peaked at $5K in Q3 2018.
  • 553 funds tracked by Wall St. Rank held CMS Energy as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.