SPIA
CMSD

Steward Partners Investment Advisory’s CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 CMSD Stock Holding History

Steward Partners Investment Advisory’s Portfolio CMSD Stock Details CMSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-95
Closed -$3K – 3197
2021
Q2 		$3K Buy
+95
New +$2.63K ﹤0.01% 6767

Other funds holding CMSD

SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Steward Partners Investment Advisory's CMSD Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 (CMSD) in Q3 2021, closing a stake of 95 shares — an estimated $3K sold.

Steward Partners Investment Advisory first reported a position in CMSD in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 2 funds tracked by Wall St. Rank hold CMSD as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 95 CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 shares in Q3 2021, an estimated $3K.
  • Steward Partners Investment Advisory first reported a position in CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 position peaked at $3K in Q2 2021.
  • 2 funds tracked by Wall St. Rank held CMS Energy Corp 5.875% Junior Subordinated Notes due 2079 as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.