Sonora Investment Management’s CMS Energy CMS Stock Holding History

Sonora Investment 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
2021 Q2	–	Sell	-56	Closed	-$3K	–	1002
2021 Q1	$3K	Buy	+56	New	+$3.22K	﹤0.01%	1625
2019 Q3	–	Sell	-109	Closed	-$6K	–	1732
2019 Q2	$6K	Buy	+109	New	+$6.12K	﹤0.01%	1326
2019 Q1	–	Sell	-54	Closed	-$3K	–	1492
2018 Q4	$3K	Buy	+54	New	+$2.73K	﹤0.01%	1104
2018 Q2	–	Sell	-10,839	Closed	-$491K	–	1179
2018 Q1	$491K	Sell	10,839 -219	-2%	-$9.61K	0.08%	153
2017 Q4	$523K	Buy	11,058 +219	+2%	+$10.6K	0.08%	148
2017 Q3	$502K	Hold	10,839	–	–	0.09%	147
2017 Q2	$501K	Hold	10,839	–	–	0.09%	139
2017 Q1	$485K	Hold	10,839	–	–	0.09%	139
2016 Q4	$451K	Hold	10,839	–	–	0.09%	139
2016 Q3	$455K	Hold	10,839	–	–	0.1%	130
2016 Q2	$497K	Hold	10,839	–	–	0.11%	117
2016 Q1	$429K	Hold	10,839	–	–	0.1%	125
2015 Q4	$391K	Hold	10,839	–	–	0.1%	113
2015 Q3	$349K	Buy	+10,839	New	+$366K	0.11%	106

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 International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sonora Investment Management's CMS Position: Q2 2021 in Review

Sonora Investment Management sold out of CMS Energy (CMS) in Q2 2021, closing a stake of 56 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in CMS in Q3 2015 and held it in 14 quarters. The position peaked at $523K in Q4 2017. 575 funds tracked by Wall St. Rank hold CMS as of Q2 2021.

Sonora Investment Management reported no remaining CMS Energy position as of Q2 2021 after selling out during the quarter.
Sonora Investment Management sold 56 CMS Energy shares in Q2 2021, an estimated $3K.
Sonora Investment Management first reported a position in CMS Energy in Q3 2015 and held it in 14 quarters.
Sonora Investment Management's CMS Energy position peaked at $523K in Q4 2017.
575 funds tracked by Wall St. Rank held CMS Energy as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.