Well Done LLC’s CMS Energy CMS Stock Holding History

Well Done LLC’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	-1,873	Closed	-$93K	–	233
2018 Q4	$93K	Buy	+1,873	New	+$94.6K	0.03%	210
2018 Q2	–	Sell	-900	Closed	-$41K	–	188
2018 Q1	$41K	Buy	+900	New	+$39.5K	0.01%	243

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Well Done LLC's CMS Position: Q1 2019 in Review

Well Done LLC sold out of CMS Energy (CMS) in Q1 2019, closing a stake of 1,873 shares — an estimated $93K sold.

Well Done LLC first reported a position in CMS in Q1 2018 and held it in 2 quarters. The position peaked at $93K in Q4 2018. 571 funds tracked by Wall St. Rank hold CMS as of Q1 2019.

Well Done LLC reported no remaining CMS Energy position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 1,873 CMS Energy shares in Q1 2019, an estimated $93K.
Well Done LLC first reported a position in CMS Energy in Q1 2018 and held it in 2 quarters.
Well Done LLC's CMS Energy position peaked at $93K in Q4 2018.
571 funds tracked by Wall St. Rank held CMS Energy as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.