Nelson Capital Management’s CMS Energy CMS Stock Holding History

Nelson 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
2018 Q1	–	Sell	-21	Closed	-$1K	–	275
2017 Q4	$1K	Buy	+21	New	+$1.02K	﹤0.01%	315

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nelson Capital Management's CMS Position: Q1 2018 in Review

Nelson Capital Management sold out of CMS Energy (CMS) in Q1 2018, closing a stake of 21 shares — an estimated $1K sold.

Nelson Capital Management first reported a position in CMS in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 497 funds tracked by Wall St. Rank hold CMS as of Q1 2018.

Nelson Capital Management reported no remaining CMS Energy position as of Q1 2018 after selling out during the quarter.
Nelson Capital Management sold 21 CMS Energy shares in Q1 2018, an estimated $1K.
Nelson Capital Management first reported a position in CMS Energy in Q4 2017 and held it in 1 quarter.
Nelson Capital Management's CMS Energy position peaked at $1K in Q4 2017.
497 funds tracked by Wall St. Rank held CMS Energy as of Q1 2018.

Based on Nelson Capital Management's 13F filing for Q1 2018, filed 20 Apr 2018.