Proficio Capital Partners’s CMS Energy CMS Stock Holding History

Proficio Capital Partners’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 Q3	–	Sell	-802	Closed	-$46K	–	420
2019 Q2	$46K	Buy	802 +114	+17%	+$6.4K	0.02%	401
2019 Q1	$38K	Buy	688 +354	+106%	+$18.7K	0.01%	428
2018 Q4	$17K	Hold	334	–	–	0.01%	585
2018 Q3	$16K	Hold	334	–	–	0.01%	664
2018 Q2	$16K	Hold	334	–	–	0.01%	664
2018 Q1	$15K	Sell	334 -11	-3%	-$483	0.01%	671
2017 Q4	$16K	Buy	345 +38	+12%	+$1.84K	0.01%	642
2017 Q3	$14K	Hold	307	–	–	0.01%	679
2017 Q2	$14K	Sell	307 -11	-3%	-$509	0.01%	704
2017 Q1	$15K	Buy	318 +86	+37%	+$3.73K	0.01%	694
2016 Q4	$10K	Buy	232 +77	+50%	+$3.15K	0.01%	601
2016 Q3	$7K	Hold	155	–	–	﹤0.01%	648
2016 Q2	$7K	Buy	155 +117	+308%	+$4.92K	﹤0.01%	630
2016 Q1	$2K	Buy	38 +13	+52%	+$509	﹤0.01%	728
2015 Q4	$1K	Buy	+25	New	+$891	﹤0.01%	756

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return