WA
CMS icon

WFG Advisors’s CMS Energy CMS Stock Holding History

WFG Advisors’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
2015
Q3 		– Sell
-25
Closed -$1K – 1623
2015
Q2 		$1K Buy
+25
New +$840 ﹤0.01% 1553
2015
Q1 		– Sell
-600
Closed -$21K – 1808
2014
Q4 		$21K Hold
600
– – ﹤0.01% 1199
2014
Q3 		$18K Hold
600
– – ﹤0.01% 1313
2014
Q2 		$19K Hold
600
– – ﹤0.01% 1294
2014
Q1 		$18K Hold
600
– – ﹤0.01% 1284
2013
Q4 		$16K Hold
600
– – ﹤0.01% 1420
2013
Q3 		$16K Sell
600
-857
-59% -$23.3K ﹤0.01% 1348
2013
Q2 		$40K Buy
+1,457
New +$40.9K 0.01% 968

Other funds holding CMS

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return