Regions Financial Corp’s CMS Energy CMS Stock Holding History

Regions Financial Corp’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	-3,402	Closed	-$214K	–	821
2019 Q4	$214K	Sell	3,402 -2,198	-39%	-$137K	﹤0.01%	776
2019 Q3	$358K	Buy	+5,600	New	+$340K	﹤0.01%	593
2019 Q2	–	Sell	-1,500	Closed	-$83K	–	984
2019 Q1	$83K	Hold	1,500	–	–	﹤0.01%	1034
2018 Q4	$74K	Buy	1,500 +65	+5%	+$3.28K	﹤0.01%	1045
2018 Q3	$70K	Hold	1,435	–	–	﹤0.01%	1122
2018 Q2	$68K	Buy	+1,435	New	+$64.8K	﹤0.01%	1121

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 $3.38T AUM 44.17% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Regions Financial Corp's CMS Position: Q1 2020 in Review

Regions Financial Corp sold out of CMS Energy (CMS) in Q1 2020, closing a stake of 3,402 shares — an estimated $214K sold.

Regions Financial Corp first reported a position in CMS in Q2 2018 and held it in 6 quarters. The position peaked at $358K in Q3 2019. 564 funds tracked by Wall St. Rank hold CMS as of Q1 2020.

Regions Financial Corp reported no remaining CMS Energy position as of Q1 2020 after selling out during the quarter.
Regions Financial Corp sold 3,402 CMS Energy shares in Q1 2020, an estimated $214K.
Regions Financial Corp first reported a position in CMS Energy in Q2 2018 and held it in 6 quarters.
Regions Financial Corp's CMS Energy position peaked at $358K in Q3 2019.
564 funds tracked by Wall St. Rank held CMS Energy as of Q1 2020.

Based on Regions Financial Corp's 13F filing for Q1 2020, filed 29 Apr 2020.