TRUE Private Wealth Advisors’s CMS Energy CMS Stock Holding History

TRUE Private Wealth 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
2018 Q4	–	Sell	-183	Closed	-$8.97K	–	360
2018 Q3	$8.97K	Buy	+183	New	+$8.92K	﹤0.01%	777

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TRUE Private Wealth Advisors's CMS Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of CMS Energy (CMS) in Q4 2018, closing a stake of 183 shares — an estimated $8.97K sold.

TRUE Private Wealth Advisors first reported a position in CMS in Q3 2018 and held it in 1 quarter. The position peaked at $8.97K in Q3 2018. 553 funds tracked by Wall St. Rank hold CMS as of Q4 2018.

TRUE Private Wealth Advisors reported no remaining CMS Energy position as of Q4 2018 after selling out during the quarter.
TRUE Private Wealth Advisors sold 183 CMS Energy shares in Q4 2018, an estimated $8.97K.
TRUE Private Wealth Advisors first reported a position in CMS Energy in Q3 2018 and held it in 1 quarter.
TRUE Private Wealth Advisors's CMS Energy position peaked at $8.97K in Q3 2018.
553 funds tracked by Wall St. Rank held CMS Energy as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.