PRW Wealth Management’s CMS Energy CMS Stock Holding History

PRW 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	-86	Closed	-$4K	–	178
2019 Q1	$4K	Hold	86	–	–	﹤0.01%	409
2018 Q4	$4K	Buy	+86	New	+$4.34K	0.01%	403

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

PRW Wealth Management's CMS Position: Q2 2019 in Review

PRW Wealth Management sold out of CMS Energy (CMS) in Q2 2019, closing a stake of 86 shares — an estimated $4K sold.

PRW Wealth Management first reported a position in CMS in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 546 funds tracked by Wall St. Rank hold CMS as of Q2 2019.

PRW Wealth Management reported no remaining CMS Energy position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 86 CMS Energy shares in Q2 2019, an estimated $4K.
PRW Wealth Management first reported a position in CMS Energy in Q4 2018 and held it in 2 quarters.
PRW 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 PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.