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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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WFG Advisors's CMS Position: Q3 2015 in Review

WFG Advisors sold out of CMS Energy (CMS) in Q3 2015, closing a stake of 25 shares — an estimated $1K sold.

WFG Advisors first reported a position in CMS in Q2 2013 and held it in 8 quarters. The position peaked at $40K in Q2 2013. 416 funds tracked by Wall St. Rank hold CMS as of Q3 2015.

  • WFG Advisors reported no remaining CMS Energy position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 25 CMS Energy shares in Q3 2015, an estimated $1K.
  • WFG Advisors first reported a position in CMS Energy in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's CMS Energy position peaked at $40K in Q2 2013.
  • 416 funds tracked by Wall St. Rank held CMS Energy as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.