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Valeo Financial Advisors’s CMS Energy CMS Stock Holding History

Valeo Financial 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
Q3 		– Sell
-203
Closed -$12K – 1690
2020
Q2 		$12K Buy
203
+179
+746% +$10.4K ﹤0.01% 1222
2020
Q1 		$1K Buy
+24
New +$1.54K ﹤0.01% 1638
2019
Q2 		– Sell
-15
Closed -$1K – 1569
2019
Q1 		$1K Hold
15
– – ﹤0.01% 1435
2018
Q4 		$1K Sell
15
-31
-67% -$1.57K ﹤0.01% 1366
2018
Q3 		$2K Buy
+46
New +$2.24K ﹤0.01% 1442

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Valeo Financial Advisors's CMS Position: Q3 2020 in Review

Valeo Financial Advisors sold out of CMS Energy (CMS) in Q3 2020, closing a stake of 203 shares — an estimated $12K sold.

Valeo Financial Advisors first reported a position in CMS in Q3 2018 and held it in 5 quarters. The position peaked at $12K in Q2 2020. 557 funds tracked by Wall St. Rank hold CMS as of Q3 2020.

  • Valeo Financial Advisors reported no remaining CMS Energy position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 203 CMS Energy shares in Q3 2020, an estimated $12K.
  • Valeo Financial Advisors first reported a position in CMS Energy in Q3 2018 and held it in 5 quarters.
  • Valeo Financial Advisors's CMS Energy position peaked at $12K in Q2 2020.
  • 557 funds tracked by Wall St. Rank held CMS Energy as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.