1919 Investment Counsel’s CMS Energy CMS Stock Holding History

1919 Investment Counsel’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
2014 Q3	$45K	Hold	1,500	–	–	﹤0.01%	713
2014 Q2	$47K	Hold	1,500	–	–	﹤0.01%	710
2014 Q1	$44K	Hold	1,500	–	–	﹤0.01%	697
2013 Q4	$41K	Hold	1,500	–	–	﹤0.01%	713
2013 Q3	$40K	Hold	1,500	–	–	﹤0.01%	708
2013 Q2	$41K	Buy	+1,500	New	+$42.1K	﹤0.01%	693

Other funds holding CMS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

1919 Investment Counsel's CMS Position: Q3 2014 in Review

1919 Investment Counsel held its CMS Energy (CMS) position steady in Q3 2014 at 1,500 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

1919 Investment Counsel first reported a position in CMS in Q2 2013 and has held it in 6 quarters since. The position peaked at $47K in Q2 2014. 397 funds tracked by Wall St. Rank hold CMS as of Q3 2014.

1919 Investment Counsel held 1,500 shares of CMS Energy worth $45K as of Q3 2014.
1919 Investment Counsel left its CMS Energy share count unchanged in Q3 2014.
CMS Energy made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #713 holding.
1919 Investment Counsel first reported a position in CMS Energy in Q2 2013 and has held it in 6 quarters since.
1919 Investment Counsel's CMS Energy position peaked at $47K in Q2 2014.
397 funds tracked by Wall St. Rank held CMS Energy as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.