PCFFS
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Pacific Center for Financial Services’s CMS Energy CMS Stock Holding History

Pacific Center for Financial Services’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
-240
Closed -$11K – 307
2017
Q4 		$11K Buy
+240
New +$11.6K 0.01% 193

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 $61.9B AUM 29.81% 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

Pacific Center for Financial Services's CMS Position: Q1 2018 in Review

Pacific Center for Financial Services sold out of CMS Energy (CMS) in Q1 2018, closing a stake of 240 shares — an estimated $11K sold.

Pacific Center for Financial Services first reported a position in CMS in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 497 funds tracked by Wall St. Rank hold CMS as of Q1 2018.

  • Pacific Center for Financial Services reported no remaining CMS Energy position as of Q1 2018 after selling out during the quarter.
  • Pacific Center for Financial Services sold 240 CMS Energy shares in Q1 2018, an estimated $11K.
  • Pacific Center for Financial Services first reported a position in CMS Energy in Q4 2017 and held it in 1 quarter.
  • Pacific Center for Financial Services's CMS Energy position peaked at $11K in Q4 2017.
  • 497 funds tracked by Wall St. Rank held CMS Energy as of Q1 2018.

Based on Pacific Center for Financial Services's 13F filing for Q1 2018, filed 8 May 2018.