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WealthOne’s CMS Energy CMS Stock Holding History

WealthOne’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
Q1 		– Sell
-100
Closed -$5K – 151
2018
Q4 		$5K Buy
+100
New +$5.05K ﹤0.01% 453

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

WealthOne's CMS Position: Q1 2019 in Review

WealthOne sold out of CMS Energy (CMS) in Q1 2019, closing a stake of 100 shares — an estimated $5K sold.

WealthOne first reported a position in CMS in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 571 funds tracked by Wall St. Rank hold CMS as of Q1 2019.

  • WealthOne reported no remaining CMS Energy position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 100 CMS Energy shares in Q1 2019, an estimated $5K.
  • WealthOne first reported a position in CMS Energy in Q4 2018 and held it in 1 quarter.
  • WealthOne's CMS Energy position peaked at $5K in Q4 2018.
  • 571 funds tracked by Wall St. Rank held CMS Energy as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.