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Osborn Williams & Donohoe’s CMS Energy CMS Stock Holding History

Osborn Williams & Donohoe’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
Q1 		$1.01M Sell
17,225
-100
-0.6% -$6.4K 0.13% 137
2019
Q4 		$1.09M Hold
17,325
– – 0.11% 161
2019
Q3 		$1.11M Hold
17,325
– – 0.11% 160
2019
Q2 		$1M Hold
17,325
– – 0.1% 169
2019
Q1 		$952K Buy
+17,325
New +$913K 0.1% 184

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osborn Williams & Donohoe's CMS Position: Q1 2020 in Review

Osborn Williams & Donohoe reduced its CMS Energy (CMS) stake by 0.58% in Q1 2020, selling an estimated $6.4K and leaving 17,225 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #137.

Osborn Williams & Donohoe first reported a position in CMS in Q1 2019 and has held it in 5 quarters since. The position peaked at $1.11M in Q3 2019. 563 funds tracked by Wall St. Rank hold CMS as of Q1 2020.

  • Osborn Williams & Donohoe held 17,225 shares of CMS Energy worth $1.01M as of Q1 2020.
  • Osborn Williams & Donohoe sold 100 CMS Energy shares in Q1 2020, an estimated $6.4K.
  • CMS Energy made up 0.13% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #137 holding.
  • Osborn Williams & Donohoe first reported a position in CMS Energy in Q1 2019 and has held it in 5 quarters since.
  • Osborn Williams & Donohoe's CMS Energy position peaked at $1.11M in Q3 2019.
  • 563 funds tracked by Wall St. Rank held CMS Energy as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.