Scholtz & Company’s CMS Energy CMS Stock Holding History

Scholtz & Company’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
2019 Q4	–	Sell	-32,590	Closed	-$2.08M	–	59
2019 Q3	$2.08M	Buy	32,590 +255	+0.8%	+$15.5K	1.39%	28
2019 Q2	$1.87M	Buy	+32,335	New	+$1.81M	1.21%	31

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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 $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Scholtz & Company's CMS Position: Q4 2019 in Review

Scholtz & Company sold out of CMS Energy (CMS) in Q4 2019, closing a stake of 32,590 shares — an estimated $2.08M sold.

Scholtz & Company first reported a position in CMS in Q2 2019 and held it in 2 quarters. The position peaked at $2.08M in Q3 2019. 579 funds tracked by Wall St. Rank hold CMS as of Q4 2019.

Scholtz & Company reported no remaining CMS Energy position as of Q4 2019 after selling out during the quarter.
Scholtz & Company sold 32,590 CMS Energy shares in Q4 2019, an estimated $2.08M.
Scholtz & Company first reported a position in CMS Energy in Q2 2019 and held it in 2 quarters.
Scholtz & Company's CMS Energy position peaked at $2.08M in Q3 2019.
579 funds tracked by Wall St. Rank held CMS Energy as of Q4 2019.

Based on Scholtz & Company's 13F filing for Q4 2019, filed 13 Feb 2020.