Optimum Investment Advisors’s CMS Energy CMS Stock Holding History

Optimum Investment Advisors’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 Q4	–	Sell	-283	Closed	-$17K	–	883
2020 Q3	$17K	Hold	283	–	–	0.01%	631
2020 Q2	$17K	Buy	283 +190	+204%	+$11K	0.01%	625
2020 Q1	$5K	Sell	93 -190	-67%	-$12.2K	﹤0.01%	748
2019 Q4	$18K	Hold	283	–	–	0.01%	686
2019 Q3	$18K	Hold	283	–	–	0.01%	694
2019 Q2	$16K	Hold	283	–	–	0.01%	709
2019 Q1	$16K	Hold	283	–	–	0.01%	725
2018 Q4	$14K	Hold	283	–	–	﹤0.01%	706
2018 Q3	$14K	Hold	283	–	–	﹤0.01%	788
2018 Q2	$13K	Hold	283	–	–	﹤0.01%	809
2018 Q1	$13K	Buy	+283	New	+$12.4K	﹤0.01%	781

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 International Investors Los Angeles, California $484B AUM 34.9% 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 Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Optimum Investment Advisors's CMS Position: Q4 2020 in Review

Optimum Investment Advisors sold out of CMS Energy (CMS) in Q4 2020, closing a stake of 283 shares — an estimated $17K sold.

Optimum Investment Advisors first reported a position in CMS in Q1 2018 and held it in 11 quarters. The position peaked at $18K in Q4 2019. 558 funds tracked by Wall St. Rank hold CMS as of Q4 2020.

Optimum Investment Advisors reported no remaining CMS Energy position as of Q4 2020 after selling out during the quarter.
Optimum Investment Advisors sold 283 CMS Energy shares in Q4 2020, an estimated $17K.
Optimum Investment Advisors first reported a position in CMS Energy in Q1 2018 and held it in 11 quarters.
Optimum Investment Advisors's CMS Energy position peaked at $18K in Q4 2019.
558 funds tracked by Wall St. Rank held CMS Energy as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.