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Wealthspire Advisors (Maryland)’s CMS Energy CMS Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,995
Closed -$111K – 758
2019
Q1 		$111K Sell
1,995
-506
-20% -$26.7K 0.01% 602
2018
Q4 		$124K Sell
2,501
-315
-11% -$15.9K 0.01% 540
2018
Q3 		$138K Sell
2,816
-312
-10% -$15.2K 0.01% 561
2018
Q2 		$148K Buy
3,128
+2,276
+267% +$103K 0.01% 558
2018
Q1 		$39K Buy
852
+14
+2% +$614 ﹤0.01% 1079
2017
Q4 		$40K Buy
838
+211
+34% +$10.2K ﹤0.01% 1094
2017
Q3 		$29K Buy
627
+108
+21% +$5.1K ﹤0.01% 1166
2017
Q2 		$24K Buy
519
+89
+21% +$4.12K ﹤0.01% 1193
2017
Q1 		$19K Buy
430
+249
+138% +$10.8K ﹤0.01% 1096
2016
Q4 		$8K Buy
181
+127
+235% +$5.19K ﹤0.01% 1286
2016
Q3 		$2K Sell
54
-1,666
-97% -$72.7K ﹤0.01% 1535
2016
Q2 		$79K Sell
1,720
-86
-5% -$3.61K 0.01% 595
2016
Q1 		$77K Sell
1,806
-403
-18% -$15.8K 0.01% 591
2015
Q4 		$80K Buy
+2,209
New +$78.7K 0.01% 585

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

Wealthspire Advisors (Maryland)'s CMS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of CMS Energy (CMS) in Q2 2019, closing a stake of 1,995 shares — an estimated $111K sold.

Wealthspire Advisors (Maryland) first reported a position in CMS in Q4 2015 and held it in 14 quarters. The position peaked at $148K in Q2 2018. 546 funds tracked by Wall St. Rank hold CMS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining CMS Energy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,995 CMS Energy shares in Q2 2019, an estimated $111K.
  • Wealthspire Advisors (Maryland) first reported a position in CMS Energy in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s CMS Energy position peaked at $148K in Q2 2018.
  • 546 funds tracked by Wall St. Rank held CMS Energy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.