Monument Capital Management’s CMS Energy CMS Stock Holding History

Monument Capital Management’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
2020 Q2	–	Sell	-33,431	Closed	-$1.96M	–	80
2020 Q1	$1.96M	Sell	33,431 -1,548	-4%	-$99.1K	1.41%	36
2019 Q4	$2.2M	Buy	34,979 +465	+1%	+$29K	1.12%	44
2019 Q3	$2.21M	Sell	34,514 -54	-0.2%	-$3.28K	1.2%	41
2019 Q2	$1.99M	Sell	34,568 -1,047	-3%	-$58.8K	1.07%	46
2019 Q1	$1.98M	Sell	35,615 -246	-0.7%	-$13K	1.13%	47
2018 Q4	$1.78M	Buy	+35,861	New	+$1.81M	1.11%	47

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Monument Capital Management's CMS Position: Q2 2020 in Review

Monument Capital Management sold out of CMS Energy (CMS) in Q2 2020, closing a stake of 33,431 shares — an estimated $1.96M sold.

Monument Capital Management first reported a position in CMS in Q4 2018 and held it in 6 quarters. The position peaked at $2.21M in Q3 2019. 556 funds tracked by Wall St. Rank hold CMS as of Q2 2020.

Monument Capital Management reported no remaining CMS Energy position as of Q2 2020 after selling out during the quarter.
Monument Capital Management sold 33,431 CMS Energy shares in Q2 2020, an estimated $1.96M.
Monument Capital Management first reported a position in CMS Energy in Q4 2018 and held it in 6 quarters.
Monument Capital Management's CMS Energy position peaked at $2.21M in Q3 2019.
556 funds tracked by Wall St. Rank held CMS Energy as of Q2 2020.

Based on Monument Capital Management's 13F filing for Q2 2020, filed 16 Jul 2020.