Private Advisory Group’s CMS Energy CMS Stock Holding History

Private Advisory Group’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 Q2	–	Sell	-6,390	Closed	-$375K	–	112
2020 Q1	$375K	Sell	6,390 -634	-9%	-$40.6K	0.19%	71
2019 Q4	$441K	Sell	7,024 -187	-3%	-$11.7K	0.18%	73
2019 Q3	$461K	Buy	+7,211	New	+$438K	0.2%	70

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Private Advisory Group's CMS Position: Q2 2020 in Review

Private Advisory Group sold out of CMS Energy (CMS) in Q2 2020, closing a stake of 6,390 shares — an estimated $375K sold.

Private Advisory Group first reported a position in CMS in Q3 2019 and held it in 3 quarters. The position peaked at $461K in Q3 2019. 556 funds tracked by Wall St. Rank hold CMS as of Q2 2020.

Private Advisory Group reported no remaining CMS Energy position as of Q2 2020 after selling out during the quarter.
Private Advisory Group sold 6,390 CMS Energy shares in Q2 2020, an estimated $375K.
Private Advisory Group first reported a position in CMS Energy in Q3 2019 and held it in 3 quarters.
Private Advisory Group's CMS Energy position peaked at $461K in Q3 2019.
556 funds tracked by Wall St. Rank held CMS Energy as of Q2 2020.

Based on Private Advisory Group's 13F filing for Q2 2020, filed 21 Jul 2020.