Thor Advisors’s CMS Energy CMS Stock Holding History

Thor Advisors’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	-2,953	Closed	-$189K	–	44
2019 Q3	$189K	Buy	+2,953	New	+$179K	0.22%	116
2019 Q1	$5K	Buy	+86	New	+$4.53K	0.06%	192

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

Thor Advisors's CMS Position: Q4 2019 in Review

Thor Advisors sold out of CMS Energy (CMS) in Q4 2019, closing a stake of 2,953 shares — an estimated $189K sold.

Thor Advisors first reported a position in CMS in Q1 2019 and held it in 2 quarters. The position peaked at $189K in Q3 2019. 579 funds tracked by Wall St. Rank hold CMS as of Q4 2019.

Thor Advisors reported no remaining CMS Energy position as of Q4 2019 after selling out during the quarter.
Thor Advisors sold 2,953 CMS Energy shares in Q4 2019, an estimated $189K.
Thor Advisors first reported a position in CMS Energy in Q1 2019 and held it in 2 quarters.
Thor Advisors's CMS Energy position peaked at $189K in Q3 2019.
579 funds tracked by Wall St. Rank held CMS Energy as of Q4 2019.

Based on Thor Advisors's 13F filing for Q4 2019, filed 18 Feb 2020.