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Wilbanks Smith & Thomas Asset Management’s CMS Energy CMS Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 		– Sell
-72
Closed -$4K – 526
2018
Q3 		$4K Buy
+72
New +$3.51K ﹤0.01% 1257

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's CMS Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of CMS Energy (CMS) in Q4 2018, closing a stake of 72 shares — an estimated $4K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CMS in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 553 funds tracked by Wall St. Rank hold CMS as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining CMS Energy position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 72 CMS Energy shares in Q4 2018, an estimated $4K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in CMS Energy in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's CMS Energy position peaked at $4K in Q3 2018.
  • 553 funds tracked by Wall St. Rank held CMS Energy as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.