Murphy Capital Management’s CMS Energy CMS Stock Holding History

Murphy 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
2019 Q2	–	Sell	-4,400	Closed	-$244K	–	239
2019 Q1	$244K	Sell	4,400 -700	-14%	-$36.9K	0.04%	212
2018 Q4	$253K	Sell	5,100 -175	-3%	-$8.84K	0.04%	210
2018 Q3	$258K	Sell	5,275 -100	-2%	-$4.87K	0.04%	233
2018 Q2	$254K	Buy	5,375 +150	+3%	+$6.78K	0.04%	240
2018 Q1	$236K	Hold	5,225	–	–	0.03%	241
2017 Q4	$247K	Sell	5,225 -100	-2%	-$4.84K	0.03%	234
2017 Q3	$246K	Hold	5,325	–	–	0.04%	237
2017 Q2	$246K	Hold	5,325	–	–	0.04%	237
2017 Q1	$238K	Hold	5,325	–	–	0.04%	249
2016 Q4	$221K	Buy	5,325 +200	+4%	+$8.18K	0.03%	256
2016 Q3	$215K	Sell	5,125 -200	-4%	-$8.73K	0.03%	265
2016 Q2	$244K	Sell	5,325 -2,500	-32%	-$105K	0.04%	264
2016 Q1	$332K	Buy	+7,825	New	+$306K	0.05%	227

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Murphy Capital Management's CMS Position: Q2 2019 in Review

Murphy Capital Management sold out of CMS Energy (CMS) in Q2 2019, closing a stake of 4,400 shares — an estimated $244K sold.

Murphy Capital Management first reported a position in CMS in Q1 2016 and held it in 13 quarters. The position peaked at $332K in Q1 2016. 546 funds tracked by Wall St. Rank hold CMS as of Q2 2019.

Murphy Capital Management reported no remaining CMS Energy position as of Q2 2019 after selling out during the quarter.
Murphy Capital Management sold 4,400 CMS Energy shares in Q2 2019, an estimated $244K.
Murphy Capital Management first reported a position in CMS Energy in Q1 2016 and held it in 13 quarters.
Murphy Capital Management's CMS Energy position peaked at $332K in Q1 2016.
546 funds tracked by Wall St. Rank held CMS Energy as of Q2 2019.

Based on Murphy Capital Management's 13F filing for Q2 2019, filed 22 Jul 2019.