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Oak Point Wealth Management’s CMS Energy CMS Stock Holding History

Oak Point Wealth 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 		$24K Hold
523
– – 0.02% 126
2017
Q4 		$25K Buy
+523
New +$25.3K 0.02% 129

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Oak Point Wealth Management's CMS Position: Q1 2018 in Review

Oak Point Wealth Management held its CMS Energy (CMS) position steady in Q1 2018 at 523 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #126.

Oak Point Wealth Management first reported a position in CMS in Q4 2017 and has held it in 2 quarters since. The position peaked at $25K in Q4 2017. 498 funds tracked by Wall St. Rank hold CMS as of Q1 2018.

  • Oak Point Wealth Management held 523 shares of CMS Energy worth $24K as of Q1 2018.
  • Oak Point Wealth Management left its CMS Energy share count unchanged in Q1 2018.
  • CMS Energy made up 0.02% of Oak Point Wealth Management's portfolio in Q1 2018, its #126 holding.
  • Oak Point Wealth Management first reported a position in CMS Energy in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's CMS Energy position peaked at $25K in Q4 2017.
  • 498 funds tracked by Wall St. Rank held CMS Energy as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.