MBT
CMS icon

Monroe Bank & Trust’s CMS Energy CMS Stock Holding History

Monroe Bank & Trust’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
2017
Q3 		– Sell
-500
Closed -$23K – 138
2017
Q2 		$23K Hold
500
– – 0.01% 195
2017
Q1 		$22K Hold
500
– – 0.01% 201
2016
Q4 		$21K Buy
+500
New +$20.4K 0.01% 207
2016
Q2 		– Sell
-596
Closed -$25K – 164
2016
Q1 		$25K Buy
596
+96
+19% +$3.76K 0.01% 216
2015
Q4 		$18K Hold
500
– – 0.01% 224
2015
Q3 		$18K Hold
500
– – 0.01% 228
2015
Q2 		$16K Hold
500
– – 0.01% 236
2015
Q1 		$17K Hold
500
– – 0.01% 235
2014
Q4 		$17K Buy
+500
New +$16.3K 0.01% 226
2014
Q3 		– Sell
-500
Closed -$16K – 156
2014
Q2 		$16K Hold
500
– – 0.01% 250
2014
Q1 		$15K Hold
500
– – 0.01% 256
2013
Q4 		$13K Hold
500
– – 0.01% 250
2013
Q3 		$13K Sell
500
-100
-17% -$2.72K 0.01% 245
2013
Q2 		$17K Buy
+600
New +$16.8K 0.01% 226

Other funds holding CMS

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return