Pictet North America Advisors’s CMS Energy CMS Stock Holding History

Pictet North America 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
2018 Q1	–	Sell	-38,564	Closed	-$1.82M	–	136
2017 Q4	$1.82M	Buy	38,564 +2,334	+6%	+$113K	0.28%	56
2017 Q3	$1.68M	Hold	36,230	–	–	0.27%	61
2017 Q2	$1.68M	Hold	36,230	–	–	0.28%	64
2017 Q1	$1.62M	Hold	36,230	–	–	0.27%	62
2016 Q4	$1.51M	Buy	36,230 +19,570	+117%	+$800K	0.33%	58
2016 Q3	$700K	Buy	16,660 +660	+4%	+$28.8K	0.17%	68
2016 Q2	$734K	Buy	16,000 +6,000	+60%	+$252K	0.17%	71
2016 Q1	$424K	Buy	+10,000	New	+$392K	0.09%	74

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

Pictet North America Advisors's CMS Position: Q1 2018 in Review

Pictet North America Advisors sold out of CMS Energy (CMS) in Q1 2018, closing a stake of 38,564 shares — an estimated $1.82M sold.

Pictet North America Advisors first reported a position in CMS in Q1 2016 and held it in 8 quarters. The position peaked at $1.82M in Q4 2017. 497 funds tracked by Wall St. Rank hold CMS as of Q1 2018.

Pictet North America Advisors reported no remaining CMS Energy position as of Q1 2018 after selling out during the quarter.
Pictet North America Advisors sold 38,564 CMS Energy shares in Q1 2018, an estimated $1.82M.
Pictet North America Advisors first reported a position in CMS Energy in Q1 2016 and held it in 8 quarters.
Pictet North America Advisors's CMS Energy position peaked at $1.82M in Q4 2017.
497 funds tracked by Wall St. Rank held CMS Energy as of Q1 2018.

Based on Pictet North America Advisors's 13F filing for Q1 2018, filed 8 May 2018.