Reilly Financial Advisors’s CMS Energy CMS Stock Holding History

Reilly Financial 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	-500	Closed	-$31K	–	891
2020 Q3	$31K	Hold	500	–	–	﹤0.01%	373
2020 Q2	$29K	Hold	500	–	–	﹤0.01%	390
2020 Q1	$29K	Hold	500	–	–	﹤0.01%	378
2019 Q4	$31K	Hold	500	–	–	﹤0.01%	414
2019 Q3	$32K	Hold	500	–	–	﹤0.01%	416
2019 Q2	$29K	Hold	500	–	–	﹤0.01%	455
2019 Q1	$28K	Hold	500	–	–	﹤0.01%	447
2018 Q4	$25K	Buy	+500	New	+$25.3K	﹤0.01%	445
2014 Q4	–	Sell	-170	Closed	-$5K	–	825
2014 Q3	$5K	Hold	170	–	–	﹤0.01%	629
2014 Q2	$5K	Buy	+170	New	+$5.06K	﹤0.01%	670
2013 Q3	–	Sell	-70	Closed	-$2K	–	750
2013 Q2	$2K	Buy	+70	New	+$1.97K	﹤0.01%	747

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

Reilly Financial Advisors's CMS Position: Q4 2020 in Review

Reilly Financial Advisors sold out of CMS Energy (CMS) in Q4 2020, closing a stake of 500 shares — an estimated $31K sold.

Reilly Financial Advisors first reported a position in CMS in Q2 2013 and held it in 11 quarters. The position peaked at $32K in Q3 2019. 558 funds tracked by Wall St. Rank hold CMS as of Q4 2020.

Reilly Financial Advisors reported no remaining CMS Energy position as of Q4 2020 after selling out during the quarter.
Reilly Financial Advisors sold 500 CMS Energy shares in Q4 2020, an estimated $31K.
Reilly Financial Advisors first reported a position in CMS Energy in Q2 2013 and held it in 11 quarters.
Reilly Financial Advisors's CMS Energy position peaked at $32K in Q3 2019.
558 funds tracked by Wall St. Rank held CMS Energy as of Q4 2020.

Based on Reilly Financial Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.