RIM
CMS icon

Rampart Investment Management’s CMS Energy CMS Stock Holding History

Rampart Investment 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
2020
Q3 		– Sell
-5,772
Closed -$337K – 430
2020
Q2 		$337K Buy
5,772
+3,553
+160% +$206K 0.06% 313
2020
Q1 		$130K Sell
2,219
-15,173
-87% -$971K 0.06% 271
2019
Q4 		$1.09M Sell
17,392
-3,210
-16% -$200K 0.13% 211
2019
Q3 		$1.32M Sell
20,602
-2,928
-12% -$178K 0.16% 185
2019
Q2 		$1.36M Sell
23,530
-1,217
-5% -$68.3K 0.16% 184
2019
Q1 		$1.37M Buy
24,747
+3,069
+14% +$162K 0.16% 192
2018
Q4 		$1.08M Buy
21,678
+13,610
+169% +$688K 0.3% 88
2018
Q3 		$154K Buy
8,068
+5,198
+181% +$253K 0.07% 310
2018
Q2 		$136K Sell
2,870
-140
-5% -$6.32K 0.01% 484
2018
Q1 		$136K Sell
3,010
-421
-12% -$18.5K 0.01% 487
2017
Q4 		$162K Sell
3,431
-428
-11% -$20.7K 0.06% 333
2017
Q3 		$179K Buy
3,859
+233
+6% +$11K 0.06% 331
2017
Q2 		$168K Buy
3,626
+2,857
+372% +$132K 0.06% 340
2017
Q1 		$34K Buy
+769
New +$33.3K 0.01% 350

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rampart Investment Management's CMS Position: Q3 2020 in Review

Rampart Investment Management sold out of CMS Energy (CMS) in Q3 2020, closing a stake of 5,772 shares — an estimated $337K sold.

Rampart Investment Management first reported a position in CMS in Q1 2017 and held it in 14 quarters. The position peaked at $1.37M in Q1 2019. 557 funds tracked by Wall St. Rank hold CMS as of Q3 2020.

  • Rampart Investment Management reported no remaining CMS Energy position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 5,772 CMS Energy shares in Q3 2020, an estimated $337K.
  • Rampart Investment Management first reported a position in CMS Energy in Q1 2017 and held it in 14 quarters.
  • Rampart Investment Management's CMS Energy position peaked at $1.37M in Q1 2019.
  • 557 funds tracked by Wall St. Rank held CMS Energy as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.