TD Ameritrade Investment Management’s CMS Energy CMS Stock Holding History

TD Ameritrade 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 Q4	–	Sell	-49	Closed	-$3K	–	629
2021 Q3	$3K	Sell	49 -15	-23%	-$936	﹤0.01%	548
2021 Q2	$4K	Sell	64 -43	-40%	-$2.67K	﹤0.01%	539
2021 Q1	$7K	Hold	107	–	–	﹤0.01%	502
2020 Q4	$7K	Buy	107 +58	+118%	+$3.63K	﹤0.01%	502
2020 Q3	$3K	Buy	+49	New	+$3K	﹤0.01%	548
2019 Q3	–	Sell	-4	Closed	–	–	640
2019 Q2	$0	Hold	4	–	–	﹤0.01%	644
2019 Q1	$0	Hold	4	–	–	﹤0.01%	578
2018 Q4	$0	Sell	4 -100	-96%	-$5.05K	﹤0.01%	583
2018 Q3	$5K	Buy	104 +57	+121%	+$2.78K	﹤0.01%	392
2018 Q2	$2K	Buy	+47	New	+$2.12K	﹤0.01%	340

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

TD Ameritrade Investment Management's CMS Position: Q4 2021 in Review

TD Ameritrade Investment Management sold out of CMS Energy (CMS) in Q4 2021, closing a stake of 49 shares — an estimated $3K sold.

TD Ameritrade Investment Management first reported a position in CMS in Q2 2018 and held it in 10 quarters. The position peaked at $7K in Q1 2021. 583 funds tracked by Wall St. Rank hold CMS as of Q4 2021.

TD Ameritrade Investment Management reported no remaining CMS Energy position as of Q4 2021 after selling out during the quarter.
TD Ameritrade Investment Management sold 49 CMS Energy shares in Q4 2021, an estimated $3K.
TD Ameritrade Investment Management first reported a position in CMS Energy in Q2 2018 and held it in 10 quarters.
TD Ameritrade Investment Management's CMS Energy position peaked at $7K in Q1 2021.
583 funds tracked by Wall St. Rank held CMS Energy as of Q4 2021.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.