River Wealth Advisors’s CMS Energy CMS Stock Holding History

River Wealth 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
2018 Q4	–	Sell	-8	Closed	–	–	549
2018 Q3	$0	Buy	+8	New	+$390	﹤0.01%	578

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

River Wealth Advisors's CMS Position: Q4 2018 in Review

River Wealth Advisors sold out of CMS Energy (CMS) in Q4 2018, closing a stake of 8 shares.

River Wealth Advisors first reported a position in CMS in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 553 funds tracked by Wall St. Rank hold CMS as of Q4 2018.

River Wealth Advisors reported no remaining CMS Energy position as of Q4 2018 after selling out during the quarter.
River Wealth Advisors sold 8 CMS Energy shares in Q4 2018.
River Wealth Advisors first reported a position in CMS Energy in Q3 2018 and held it in 1 quarter.
River Wealth Advisors's CMS Energy position peaked at $0 in Q3 2018.
553 funds tracked by Wall St. Rank held CMS Energy as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.