Squar Milner Financial Services’s CMS Energy CMS Stock Holding History

Squar Milner Financial Services’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	-30	Closed	-$1K	–	305
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	705
2019 Q4	$1K	Buy	+30	New	+$1.87K	﹤0.01%	781
2019 Q3	–	Sell	-30	Closed	-$2K	–	313
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	724
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	799
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	716
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	739
2018 Q2	$1K	Buy	+30	New	+$1.35K	﹤0.01%	822

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Squar Milner Financial Services's CMS Position: Q2 2020 in Review

Squar Milner Financial Services sold out of CMS Energy (CMS) in Q2 2020, closing a stake of 30 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in CMS in Q2 2018 and held it in 7 quarters. The position peaked at $2K in Q2 2019. 556 funds tracked by Wall St. Rank hold CMS as of Q2 2020.

Squar Milner Financial Services reported no remaining CMS Energy position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 30 CMS Energy shares in Q2 2020, an estimated $1K.
Squar Milner Financial Services first reported a position in CMS Energy in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's CMS Energy position peaked at $2K in Q2 2019.
556 funds tracked by Wall St. Rank held CMS Energy as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.