ZIM
Zacks Investment Management’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-423,297
| Closed | -$27.1M | – | 542 |
|
|
2019
Q3 | $27.1M | Sell |
423,297
-419,321
| -50% | -$26.8M | 0.54% | 55 |
|
|
2019
Q2 | $48.8M | Buy |
842,618
+8,224
| +1% | +$476K | 1% | 30 |
|
|
2019
Q1 | $46.3M | Sell |
834,394
-77,461
| -8% | -$4.3M | 0.99% | 28 |
|
|
2018
Q4 | $45.3M | Sell |
911,855
-6,346
| -0.7% | -$315K | 1.09% | 25 |
|
|
2018
Q3 | $45M | Buy |
918,201
+567,775
| +162% | +$27.8M | 0.94% | 29 |
|
|
2018
Q2 | $16.6M | Buy |
+350,426
| New | +$16.6M | 0.36% | 79 |
|
|
2018
Q1 | – | Sell |
-37,388
| Closed | -$1.77M | – | 536 |
|
|
2017
Q4 | $1.77M | Buy |
37,388
+1,624
| +5% | +$76.8K | 0.04% | 292 |
|
|
2017
Q3 | $1.66M | Buy |
35,764
+1,945
| +6% | +$90.1K | 0.04% | 278 |
|
|
2017
Q2 | $1.56M | Sell |
33,819
-1,110
| -3% | -$51.3K | 0.04% | 275 |
|
|
2017
Q1 | $1.56M | Buy |
34,929
+29,339
| +525% | +$1.31M | 0.04% | 271 |
|
|
2016
Q4 | $233K | Sell |
5,590
-77
| -1% | -$3.21K | 0.01% | 565 |
|
|
2016
Q3 | $238K | Buy |
+5,667
| New | +$238K | 0.01% | 537 |
|
|
2016
Q1 | – | Sell |
-6,075
| Closed | -$219K | – | 614 |
|
|
2015
Q4 | $219K | Buy |
+6,075
| New | +$219K | 0.01% | 509 |
|
|
2015
Q3 | – | Sell |
-11,130
| Closed | -$354K | – | 596 |
|
|
2015
Q2 | $354K | Buy |
+11,130
| New | +$354K | 0.01% | 492 |
|
|
2014
Q3 | – | Sell |
-20,429
| Closed | -$636K | – | 675 |
|
|
2014
Q2 | $636K | Buy |
+20,429
| New | +$636K | 0.02% | 366 |
|