Royal Fund Management’s CMS Energy CMS Stock Holding History

Royal Fund Management’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 Q2	–	Sell	-797	Closed	-$46K	–	225
2020 Q1	$46K	Sell	797 -19	-2%	-$1.22K	0.02%	232
2019 Q4	$51K	Sell	816 -9	-1%	-$561	0.01%	241
2019 Q3	$52K	Buy	825 +53	+7%	+$3.22K	0.01%	234
2019 Q2	$44K	Hold	772	–	–	0.01%	240
2019 Q1	$42K	Hold	772	–	–	0.01%	223
2018 Q4	$38K	Hold	772	–	–	0.02%	212
2018 Q3	$37K	Hold	772	–	–	0.01%	213
2018 Q2	$36K	Hold	772	–	–	0.01%	229
2018 Q1	$34K	Hold	772	–	–	0.01%	228
2017 Q4	$36K	Hold	772	–	–	0.01%	233
2017 Q3	$35K	Hold	772	–	–	0.01%	199
2017 Q2	$35K	Hold	772	–	–	0.01%	177
2017 Q1	$34K	Hold	772	–	–	0.02%	172
2016 Q4	$32K	Buy	+772	New	+$31.6K	0.02%	170

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Royal Fund Management's CMS Position: Q2 2020 in Review

Royal Fund Management sold out of CMS Energy (CMS) in Q2 2020, closing a stake of 797 shares — an estimated $46K sold.

Royal Fund Management first reported a position in CMS in Q4 2016 and held it in 14 quarters. The position peaked at $52K in Q3 2019. 556 funds tracked by Wall St. Rank hold CMS as of Q2 2020.

Royal Fund Management reported no remaining CMS Energy position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 797 CMS Energy shares in Q2 2020, an estimated $46K.
Royal Fund Management first reported a position in CMS Energy in Q4 2016 and held it in 14 quarters.
Royal Fund Management's CMS Energy position peaked at $52K in Q3 2019.
556 funds tracked by Wall St. Rank held CMS Energy as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.