WTB
CMS icon

Washington Trust Bank’s CMS Energy CMS Stock Holding History

Washington Trust Bank’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
Q1 		– Sell
-350
Closed -$17K – 776
2017
Q4 		$17K Sell
350
-170
-33% -$8.23K ﹤0.01% 564
2017
Q3 		$24K Sell
520
-440
-46% -$20.8K ﹤0.01% 492
2017
Q2 		$44K Sell
960
-390
-29% -$18K 0.01% 389
2017
Q1 		$60K Buy
1,350
+100
+8% +$4.33K 0.01% 368
2016
Q4 		$52K Sell
1,250
-190
-13% -$7.77K 0.01% 384
2016
Q3 		$60K Sell
1,440
-100
-6% -$4.37K 0.01% 339
2016
Q2 		$71K Buy
1,540
+110
+8% +$4.62K 0.02% 319
2016
Q1 		$61K Buy
1,430
+170
+13% +$6.66K 0.02% 340
2015
Q4 		$45K Hold
1,260
– – 0.01% 400
2015
Q3 		$45K Hold
1,260
– – 0.01% 403
2015
Q2 		$40K Hold
1,260
– – 0.01% 465
2015
Q1 		$44K Hold
1,260
– – 0.01% 460
2014
Q4 		$44K Hold
1,260
– – 0.01% 485
2014
Q3 		$37K Sell
1,260
-276
-18% -$8.24K 0.01% 510
2014
Q2 		$48K Hold
1,536
– – 0.01% 482
2014
Q1 		$45K Buy
+1,536
New +$42.6K 0.01% 487

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return