Wealthcare Capital Management’s CMS Energy CMS Stock Holding History

Wealthcare 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
2021 Q2	–	Sell	-55	Closed	-$3K	–	185
2021 Q1	$3K	Buy	+55	New	+$3.16K	﹤0.01%	468
2020 Q1	–	Sell	-36	Closed	-$2K	–	327
2019 Q4	$2K	Buy	+36	New	+$2.24K	﹤0.01%	419
2015 Q2	–	Sell	-525	Closed	-$18K	–	478
2015 Q1	$18K	Buy	+525	New	+$18.6K	﹤0.01%	417

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 $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthcare Capital Management's CMS Position: Q2 2021 in Review

Wealthcare Capital Management sold out of CMS Energy (CMS) in Q2 2021, closing a stake of 55 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in CMS in Q1 2015 and held it in 3 quarters. The position peaked at $18K in Q1 2015. 575 funds tracked by Wall St. Rank hold CMS as of Q2 2021.

Wealthcare Capital Management reported no remaining CMS Energy position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 55 CMS Energy shares in Q2 2021, an estimated $3K.
Wealthcare Capital Management first reported a position in CMS Energy in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's CMS Energy position peaked at $18K in Q1 2015.
575 funds tracked by Wall St. Rank held CMS Energy as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.