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Realta Investment Advisors’s CMS Energy CMS Stock Holding History

Realta Investment 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
Q1 		– Sell
-262
Closed -$16K – 492
2019
Q4 		$16K Sell
262
-480
-65% -$29.9K ﹤0.01% 988
2019
Q3 		$47K Sell
742
-273
-27% -$16.6K 0.01% 692
2019
Q2 		$59K Buy
1,015
+347
+52% +$19.5K 0.02% 631
2019
Q1 		$37K Buy
+668
New +$35.2K 0.02% 620

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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Realta Investment Advisors's CMS Position: Q1 2020 in Review

Realta Investment Advisors sold out of CMS Energy (CMS) in Q1 2020, closing a stake of 262 shares — an estimated $16K sold.

Realta Investment Advisors first reported a position in CMS in Q1 2019 and held it in 4 quarters. The position peaked at $59K in Q2 2019. 564 funds tracked by Wall St. Rank hold CMS as of Q1 2020.

  • Realta Investment Advisors reported no remaining CMS Energy position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 262 CMS Energy shares in Q1 2020, an estimated $16K.
  • Realta Investment Advisors first reported a position in CMS Energy in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's CMS Energy position peaked at $59K in Q2 2019.
  • 564 funds tracked by Wall St. Rank held CMS Energy as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.