Rational Advisors’s CMS Energy CMS Stock Holding History

Rational 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
2020 Q4	–	Sell	-966	Closed	-$59K	–	285
2020 Q3	$59K	Buy	966 +467	+94%	+$28.6K	0.03%	181
2020 Q2	$29K	Buy	+499	New	+$28.9K	0.02%	236
2020 Q1	–	Sell	-1,026	Closed	-$64K	–	232
2019 Q4	$64K	Buy	1,026 +851	+486%	+$53K	0.03%	331
2019 Q3	$11K	Buy	175 +106	+154%	+$6.44K	﹤0.01%	490
2019 Q2	$4K	Sell	69 -324	-82%	-$18.2K	﹤0.01%	522
2019 Q1	$22K	Buy	393 +241	+159%	+$12.7K	0.01%	380
2018 Q4	$8K	Buy	152 +134	+744%	+$6.77K	﹤0.01%	402
2018 Q3	$1K	Sell	18 -169	-90%	-$8.24K	﹤0.01%	488
2018 Q2	$9K	Buy	+187	New	+$8.45K	﹤0.01%	363
2013 Q4	$2.01M	Hold	75,120	–	–	0.17%	191
2013 Q3	$1.98M	Sell	75,120 -100	-0.1%	-$2.72K	0.15%	216
2013 Q2	$2.04M	Buy	+75,220	New	+$2.11M	0.17%	199

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 International Investors Los Angeles, California $484B AUM 34.9% 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 Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Rational Advisors's CMS Position: Q4 2020 in Review

Rational Advisors sold out of CMS Energy (CMS) in Q4 2020, closing a stake of 966 shares — an estimated $59K sold.

Rational Advisors first reported a position in CMS in Q2 2013 and held it in 12 quarters. The position peaked at $2.04M in Q2 2013. 558 funds tracked by Wall St. Rank hold CMS as of Q4 2020.

Rational Advisors reported no remaining CMS Energy position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 966 CMS Energy shares in Q4 2020, an estimated $59K.
Rational Advisors first reported a position in CMS Energy in Q2 2013 and held it in 12 quarters.
Rational Advisors's CMS Energy position peaked at $2.04M in Q2 2013.
558 funds tracked by Wall St. Rank held CMS Energy as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.