MGIA
CMS icon

Moneta Group Investment Advisors’s CMS Energy CMS Stock Holding History

Moneta Group Investment Advisors’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
2019
Q3 		– Sell
-190
Closed -$11K – 277
2019
Q2 		$11K Sell
190
-8
-4% -$449 ﹤0.01% 248
2019
Q1 		$11K Buy
+198
New +$10.4K ﹤0.01% 255
2018
Q1 		– Sell
-13
Closed -$1K – 623
2017
Q4 		$1K Buy
+13
New +$630 ﹤0.01% 412

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Moneta Group Investment Advisors's CMS Position: Q3 2019 in Review

Moneta Group Investment Advisors sold out of CMS Energy (CMS) in Q3 2019, closing a stake of 190 shares — an estimated $11K sold.

Moneta Group Investment Advisors first reported a position in CMS in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q2 2019. 556 funds tracked by Wall St. Rank hold CMS as of Q3 2019.

  • Moneta Group Investment Advisors reported no remaining CMS Energy position as of Q3 2019 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 190 CMS Energy shares in Q3 2019, an estimated $11K.
  • Moneta Group Investment Advisors first reported a position in CMS Energy in Q4 2017 and held it in 3 quarters.
  • Moneta Group Investment Advisors's CMS Energy position peaked at $11K in Q2 2019.
  • 556 funds tracked by Wall St. Rank held CMS Energy as of Q3 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.