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 $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Capital World Investors

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return