RAFFA WEALTH MANAGEMENT, LLC’s CMS Energy Corp 5.625% Junior Subordinated Notes due 2078 CMSA Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio CMSA Stock Details CMSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,000	Closed	-$130K	–	745
2019 Q2	$130K	Buy	+5,000	New	+$129K	0.02%	239

RAFFA WEALTH MANAGEMENT, LLC's CMSA Position: Q3 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of CMS Energy Corp 5.625% Junior Subordinated Notes due 2078 (CMSA) in Q3 2019, closing a stake of 5,000 shares — an estimated $130K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in CMSA in Q2 2019 and held it in 1 quarter. The position peaked at $130K in Q2 2019. 0 funds tracked by Wall St. Rank hold CMSA as of Q3 2019.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining CMS Energy Corp 5.625% Junior Subordinated Notes due 2078 position as of Q3 2019 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 5,000 CMS Energy Corp 5.625% Junior Subordinated Notes due 2078 shares in Q3 2019, an estimated $130K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in CMS Energy Corp 5.625% Junior Subordinated Notes due 2078 in Q2 2019 and held it in 1 quarter.
RAFFA WEALTH MANAGEMENT, LLC's CMS Energy Corp 5.625% Junior Subordinated Notes due 2078 position peaked at $130K in Q2 2019.
0 funds tracked by Wall St. Rank held CMS Energy Corp 5.625% Junior Subordinated Notes due 2078 as of Q3 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2019, filed 27 Jul 2026.