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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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Tiedemann Advisors's CMS Position: Q4 2020 in Review

Tiedemann Advisors sold out of CMS Energy (CMS) in Q4 2020, closing a stake of 31,660 shares — an estimated $1.95M sold.

Tiedemann Advisors first reported a position in CMS in Q1 2017 and held it in 15 quarters. The position peaked at $2.67M in Q3 2019. 558 funds tracked by Wall St. Rank hold CMS as of Q4 2020.

  • Tiedemann Advisors reported no remaining CMS Energy position as of Q4 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 31,660 CMS Energy shares in Q4 2020, an estimated $1.95M.
  • Tiedemann Advisors first reported a position in CMS Energy in Q1 2017 and held it in 15 quarters.
  • Tiedemann Advisors's CMS Energy position peaked at $2.67M in Q3 2019.
  • 558 funds tracked by Wall St. Rank held CMS Energy as of Q4 2020.

Based on Tiedemann Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.