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Tiedemann Advisors’s CMS Energy CMS Stock Holding History

Tiedemann 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
2020
Q4 		– Sell
-31,660
Closed -$1.95M – 322
2020
Q3 		$1.95M Sell
31,660
-2,704
-8% -$166K 0.09% 127
2020
Q2 		$2.01M Buy
34,364
+9,157
+36% +$530K 0.11% 113
2020
Q1 		$1.48M Sell
25,207
-14,004
-36% -$896K 0.1% 126
2019
Q4 		$2.46M Sell
39,211
-2,513
-6% -$157K 0.12% 101
2019
Q3 		$2.67M Buy
41,724
+1,382
+3% +$83.9K 0.13% 107
2019
Q2 		$2.34M Sell
40,342
-1,307
-3% -$73.4K 0.12% 97
2019
Q1 		$2.31M Sell
41,649
-272
-0.6% -$14.3K 0.11% 123
2018
Q4 		$2.08M Buy
41,921
+2,159
+5% +$109K 0.11% 127
2018
Q3 		$1.95M Buy
39,762
+6,300
+19% +$307K 0.12% 112
2018
Q2 		$1.58M Sell
33,462
-10,373
-24% -$469K 0.1% 125
2018
Q1 		$1.99M Buy
43,835
+9,875
+29% +$433K 0.14% 96
2017
Q4 		$1.61M Buy
33,960
+8,290
+32% +$402K 0.12% 91
2017
Q3 		$1.19M Sell
25,670
-688
-3% -$32.5K 0.11% 135
2017
Q2 		$1.22M Sell
26,358
-3,621
-12% -$167K 0.09% 181
2017
Q1 		$1.34M Buy
+29,979
New +$1.3M 0.11% 151

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return