AIM
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Acrospire Investment Management’s CMS Energy CMS Stock Holding History

Acrospire Investment 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
2017
Q3 		– Sell
-1,369
Closed -$63K – 294
2017
Q2 		$63K Buy
1,369
+769
+128% +$35.6K 0.06% 628
2017
Q1 		$27K Buy
+600
New +$26K 0.02% 1419
2016
Q2 		– Sell
-500
Closed -$21K – 2045
2016
Q1 		$21K Buy
+500
New +$19.6K 0.01% 1510

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acrospire Investment Management's CMS Position: Q3 2017 in Review

Acrospire Investment Management sold out of CMS Energy (CMS) in Q3 2017, closing a stake of 1,369 shares — an estimated $63K sold.

Acrospire Investment Management first reported a position in CMS in Q1 2016 and held it in 3 quarters. The position peaked at $63K in Q2 2017. 475 funds tracked by Wall St. Rank hold CMS as of Q3 2017.

  • Acrospire Investment Management reported no remaining CMS Energy position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,369 CMS Energy shares in Q3 2017, an estimated $63K.
  • Acrospire Investment Management first reported a position in CMS Energy in Q1 2016 and held it in 3 quarters.
  • Acrospire Investment Management's CMS Energy position peaked at $63K in Q2 2017.
  • 475 funds tracked by Wall St. Rank held CMS Energy as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.