Pacific Sun Financial’s CMS Energy CMS Stock Holding History

Pacific Sun Financial’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	-6,717	Closed	-$318K	–	131
2017 Q4	$318K	Buy	+6,717	New	+$325K	0.17%	103

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

Pacific Sun Financial's CMS Position: Q1 2018 in Review

Pacific Sun Financial sold out of CMS Energy (CMS) in Q1 2018, closing a stake of 6,717 shares — an estimated $318K sold.

Pacific Sun Financial first reported a position in CMS in Q4 2017 and held it in 1 quarter. The position peaked at $318K in Q4 2017. 497 funds tracked by Wall St. Rank hold CMS as of Q1 2018.

Pacific Sun Financial reported no remaining CMS Energy position as of Q1 2018 after selling out during the quarter.
Pacific Sun Financial sold 6,717 CMS Energy shares in Q1 2018, an estimated $318K.
Pacific Sun Financial first reported a position in CMS Energy in Q4 2017 and held it in 1 quarter.
Pacific Sun Financial's CMS Energy position peaked at $318K in Q4 2017.
497 funds tracked by Wall St. Rank held CMS Energy as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.