Waterloo Capital’s CMS Energy CMS Stock Holding History

Waterloo Capital’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 Q1	$235K	Buy	+3,993	New	+$256K	0.17%	130

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Waterloo Capital's CMS Position: Q1 2020 in Review

Waterloo Capital opened a new position in CMS Energy (CMS) in Q1 2020: 3,993 shares worth $235K. The stake represents 0.17% of the portfolio and ranks #130 among its holdings.

564 funds tracked by Wall St. Rank hold CMS as of Q1 2020.

Waterloo Capital held 3,993 shares of CMS Energy worth $235K as of Q1 2020.
CMS Energy was a new Waterloo Capital position in Q1 2020.
CMS Energy made up 0.17% of Waterloo Capital's portfolio in Q1 2020, its #130 holding.
564 funds tracked by Wall St. Rank held CMS Energy as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.