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Retirement Income Solutions’s CMS Energy CMS Stock Holding History

Retirement Income Solutions’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
2018
Q1 		– Sell
-33,353
Closed -$1.58M – 68
2017
Q4 		$1.58M Buy
+33,353
New +$1.62M 0.93% 11

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Retirement Income Solutions's CMS Position: Q1 2018 in Review

Retirement Income Solutions sold out of CMS Energy (CMS) in Q1 2018, closing a stake of 33,353 shares — an estimated $1.58M sold.

Retirement Income Solutions first reported a position in CMS in Q4 2017 and held it in 1 quarter. The position peaked at $1.58M in Q4 2017. 499 funds tracked by Wall St. Rank hold CMS as of Q1 2018.

  • Retirement Income Solutions reported no remaining CMS Energy position as of Q1 2018 after selling out during the quarter.
  • Retirement Income Solutions sold 33,353 CMS Energy shares in Q1 2018, an estimated $1.58M.
  • Retirement Income Solutions first reported a position in CMS Energy in Q4 2017 and held it in 1 quarter.
  • Retirement Income Solutions's CMS Energy position peaked at $1.58M in Q4 2017.
  • 499 funds tracked by Wall St. Rank held CMS Energy as of Q1 2018.

Based on Retirement Income Solutions's 13F filing for Q1 2018, filed 30 Apr 2018.