Zeke Capital Advisors’s CMS Energy CMS Stock Holding History

Zeke Capital 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
2020 Q1	–	Sell	-12,718	Closed	-$799K	–	290
2019 Q4	$799K	Sell	12,718 -28	-0.2%	-$1.75K	0.07%	254
2019 Q3	$815K	Buy	12,746 +141	+1%	+$8.56K	0.07%	243
2019 Q2	$730K	Hold	12,605	–	–	0.07%	265
2019 Q1	$700K	Sell	12,605 -6,300	-33%	-$332K	0.07%	278
2018 Q4	$939K	Sell	18,905 -764	-4%	-$38.6K	0.09%	210
2018 Q3	$964K	Hold	19,669	–	–	0.08%	255
2018 Q2	$930K	Sell	19,669 -1,309	-6%	-$59.1K	0.09%	199
2018 Q1	$950K	Buy	+20,978	New	+$920K	0.09%	206

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Zeke Capital Advisors's CMS Position: Q1 2020 in Review

Zeke Capital Advisors sold out of CMS Energy (CMS) in Q1 2020, closing a stake of 12,718 shares — an estimated $799K sold.

Zeke Capital Advisors first reported a position in CMS in Q1 2018 and held it in 8 quarters. The position peaked at $964K in Q3 2018. 564 funds tracked by Wall St. Rank hold CMS as of Q1 2020.

Zeke Capital Advisors reported no remaining CMS Energy position as of Q1 2020 after selling out during the quarter.
Zeke Capital Advisors sold 12,718 CMS Energy shares in Q1 2020, an estimated $799K.
Zeke Capital Advisors first reported a position in CMS Energy in Q1 2018 and held it in 8 quarters.
Zeke Capital Advisors's CMS Energy position peaked at $964K in Q3 2018.
564 funds tracked by Wall St. Rank held CMS Energy as of Q1 2020.

Based on Zeke Capital Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.