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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Washington Trust Bank's CMS Position: Q1 2018 in Review

Washington Trust Bank sold out of CMS Energy (CMS) in Q1 2018, closing a stake of 350 shares — an estimated $17K sold.

Washington Trust Bank first reported a position in CMS in Q1 2014 and held it in 16 quarters. The position peaked at $71K in Q2 2016. 499 funds tracked by Wall St. Rank hold CMS as of Q1 2018.

Washington Trust Bank reported no remaining CMS Energy position as of Q1 2018 after selling out during the quarter.
Washington Trust Bank sold 350 CMS Energy shares in Q1 2018, an estimated $17K.
Washington Trust Bank first reported a position in CMS Energy in Q1 2014 and held it in 16 quarters.
Washington Trust Bank's CMS Energy position peaked at $71K in Q2 2016.
499 funds tracked by Wall St. Rank held CMS Energy as of Q1 2018.

Based on Washington Trust Bank's 13F filing for Q1 2018, filed 3 Apr 2018.