WealthTrust-Arizona’s CMS Energy CMS Stock Holding History

WealthTrust-Arizona’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 Q4	$23K	Buy	457 +13	+3%	+$657	0.01%	244
2018 Q3	$22K	Buy	444 +113	+34%	+$5.51K	0.01%	261
2018 Q2	$16K	Buy	+331	New	+$15K	0.01%	307

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthTrust-Arizona's CMS Position: Q4 2018 in Review

WealthTrust-Arizona increased its CMS Energy (CMS) stake by 2.9% in Q4 2018, buying an estimated $657 and bringing the position to 457 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #244.

WealthTrust-Arizona first reported a position in CMS in Q2 2018 and has held it in 3 quarters since. 553 funds tracked by Wall St. Rank hold CMS as of Q4 2018.

WealthTrust-Arizona held 457 shares of CMS Energy worth $23K as of Q4 2018.
WealthTrust-Arizona bought 13 CMS Energy shares in Q4 2018, an estimated $657.
CMS Energy made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #244 holding.
WealthTrust-Arizona first reported a position in CMS Energy in Q2 2018 and has held it in 3 quarters since.
553 funds tracked by Wall St. Rank held CMS Energy as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.