Ropes Wealth Advisors’s CMS Energy CMS Stock Holding History

Ropes 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
2021 Q1	–	Sell	-300	Closed	-$18K	–	349
2020 Q4	$18K	Sell	300 -523	-64%	-$32.7K	﹤0.01%	495
2020 Q3	$51K	Buy	823 +231	+39%	+$14.1K	0.01%	331
2020 Q2	$35K	Buy	592 +69	+13%	+$4K	0.01%	340
2020 Q1	$31K	Hold	523	–	–	0.01%	324
2019 Q4	$33K	Hold	523	–	–	0.01%	369
2019 Q3	$33K	Hold	523	–	–	0.01%	371
2019 Q2	$30K	Hold	523	–	–	0.01%	388
2019 Q1	$29K	Hold	523	–	–	0.01%	379
2018 Q4	$26K	Hold	523	–	–	0.01%	354
2018 Q3	$26K	Buy	+523	New	+$25.5K	0.01%	382
2017 Q2	–	Sell	-12	Closed	-$1K	–	526
2017 Q1	$1K	Buy	+12	New	+$520	﹤0.01%	499
2016 Q1	–	Sell	-47	Closed	-$2K	–	468
2015 Q4	$2K	Buy	+47	New	+$1.68K	﹤0.01%	392

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 World Investors Los Angeles, California $846B AUM 46.74% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Ropes Wealth Advisors's CMS Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of CMS Energy (CMS) in Q1 2021, closing a stake of 300 shares — an estimated $18K sold.

Ropes Wealth Advisors first reported a position in CMS in Q4 2015 and held it in 12 quarters. The position peaked at $51K in Q3 2020. 566 funds tracked by Wall St. Rank hold CMS as of Q1 2021.

Ropes Wealth Advisors reported no remaining CMS Energy position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 300 CMS Energy shares in Q1 2021, an estimated $18K.
Ropes Wealth Advisors first reported a position in CMS Energy in Q4 2015 and held it in 12 quarters.
Ropes Wealth Advisors's CMS Energy position peaked at $51K in Q3 2020.
566 funds tracked by Wall St. Rank held CMS Energy as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.