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Wealthfront’s CMS Energy CMS Stock Holding History

Wealthfront’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
Q3 		$2.01M Sell
41,095
-3,251
-7% -$158K 0.02% 125
2018
Q2 		$2.1M Buy
44,346
+5,951
+15% +$269K 0.02% 120
2018
Q1 		$1.74M Buy
38,395
+23,139
+152% +$1.02M 0.02% 152
2017
Q4 		$722K Buy
15,256
+4,424
+41% +$214K 0.01% 278
2017
Q3 		$502K Buy
10,832
+1,999
+23% +$94.3K 0.01% 328
2017
Q2 		$409K Buy
8,833
+1,446
+20% +$66.9K 0.01% 318
2017
Q1 		$330K Buy
7,387
+842
+13% +$36.5K 0.01% 317
2016
Q4 		$272K Buy
6,545
+467
+8% +$19.1K 0.01% 310
2016
Q3 		$255K Buy
6,078
+282
+5% +$12.3K 0.01% 312
2016
Q2 		$266K Buy
5,796
+118
+2% +$4.96K 0.01% 284
2016
Q1 		$241K Buy
+5,678
New +$222K 0.01% 281
2015
Q4 		– Sell
-4,037
Closed -$143K – 423
2015
Q3 		$143K Buy
4,037
+1,932
+92% +$65.2K 0.01% 346
2015
Q2 		$67K Sell
2,105
-93
-4% -$3.13K ﹤0.01% 470
2015
Q1 		$77K Buy
2,198
+869
+65% +$30.9K ﹤0.01% 430
2014
Q4 		$46K Buy
1,329
+174
+15% +$5.68K ﹤0.01% 491
2014
Q3 		$34K Buy
1,155
+159
+16% +$4.75K ﹤0.01% 468
2014
Q2 		$30K Buy
996
+261
+36% +$7.77K ﹤0.01% 448
2014
Q1 		$21K Buy
+735
New +$20.4K ﹤0.01% 421

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealthfront's CMS Position: Q3 2018 in Review

Wealthfront reduced its CMS Energy (CMS) stake by 7.3% in Q3 2018, selling an estimated $158K and leaving 41,095 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #125.

Wealthfront first reported a position in CMS in Q1 2014 and has held it in 18 quarters since. The position peaked at $2.1M in Q2 2018. 520 funds tracked by Wall St. Rank hold CMS as of Q3 2018.

  • Wealthfront held 41,095 shares of CMS Energy worth $2.01M as of Q3 2018.
  • Wealthfront sold 3,251 CMS Energy shares in Q3 2018, an estimated $158K.
  • CMS Energy made up 0.02% of Wealthfront's portfolio in Q3 2018, its #125 holding.
  • Wealthfront first reported a position in CMS Energy in Q1 2014 and has held it in 18 quarters since.
  • Wealthfront's CMS Energy position peaked at $2.1M in Q2 2018.
  • 520 funds tracked by Wall St. Rank held CMS Energy as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.