WCM
CMS icon

WealthBridge Capital Management’s CMS Energy CMS Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-268
Closed -$15K – 245
2019
Q1 		$15K Buy
268
+168
+168% +$8.86K 0.01% 483
2018
Q4 		$5K Buy
+100
New +$5.05K ﹤0.01% 633

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthBridge Capital Management's CMS Position: Q2 2019 in Review

WealthBridge Capital Management sold out of CMS Energy (CMS) in Q2 2019, closing a stake of 268 shares — an estimated $15K sold.

WealthBridge Capital Management first reported a position in CMS in Q4 2018 and held it in 2 quarters. The position peaked at $15K in Q1 2019. 546 funds tracked by Wall St. Rank hold CMS as of Q2 2019.

  • WealthBridge Capital Management reported no remaining CMS Energy position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 268 CMS Energy shares in Q2 2019, an estimated $15K.
  • WealthBridge Capital Management first reported a position in CMS Energy in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's CMS Energy position peaked at $15K in Q1 2019.
  • 546 funds tracked by Wall St. Rank held CMS Energy as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.