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YorkBridge Wealth Partners’s CMS Energy CMS Stock Holding History

YorkBridge Wealth Partners’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
2017
Q1 		– Sell
-623
Closed -$25K – 883
2016
Q4 		$25K Buy
+623
New +$25.5K 0.01% 442

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

YorkBridge Wealth Partners's CMS Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of CMS Energy (CMS) in Q1 2017, closing a stake of 623 shares — an estimated $25K sold.

YorkBridge Wealth Partners first reported a position in CMS in Q4 2016 and held it in 1 quarter. The position peaked at $25K in Q4 2016. 497 funds tracked by Wall St. Rank hold CMS as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining CMS Energy position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 623 CMS Energy shares in Q1 2017, an estimated $25K.
  • YorkBridge Wealth Partners first reported a position in CMS Energy in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's CMS Energy position peaked at $25K in Q4 2016.
  • 497 funds tracked by Wall St. Rank held CMS Energy as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.