Parisi Gray Wealth Management’s CMS Energy CMS Stock Holding History

Parisi Gray 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
2019 Q2	–	Sell	-74	Closed	-$4K	–	181
2019 Q1	$4K	Hold	74	–	–	﹤0.01%	470
2018 Q4	$4K	Hold	74	–	–	﹤0.01%	487
2018 Q3	$4K	Hold	74	–	–	﹤0.01%	497
2018 Q2	$4K	Hold	74	–	–	﹤0.01%	508
2018 Q1	$3K	Hold	74	–	–	﹤0.01%	536
2017 Q4	$3K	Buy	+74	New	+$3.58K	﹤0.01%	587

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parisi Gray Wealth Management's CMS Position: Q2 2019 in Review

Parisi Gray Wealth Management sold out of CMS Energy (CMS) in Q2 2019, closing a stake of 74 shares — an estimated $4K sold.

Parisi Gray Wealth Management first reported a position in CMS in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q1 2019. 546 funds tracked by Wall St. Rank hold CMS as of Q2 2019.

Parisi Gray Wealth Management reported no remaining CMS Energy position as of Q2 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 74 CMS Energy shares in Q2 2019, an estimated $4K.
Parisi Gray Wealth Management first reported a position in CMS Energy in Q4 2017 and held it in 6 quarters.
Parisi Gray Wealth Management's CMS Energy position peaked at $4K in Q1 2019.
546 funds tracked by Wall St. Rank held CMS Energy as of Q2 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.