AIM
CMS icon

Ada Investment Management’s CMS Energy CMS Stock Holding History

Ada 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
2015
Q4 		– Sell
-10,003
Closed -$331K – 411
2015
Q3 		$331K Buy
+10,003
New +$337K 0.17% 229

Other funds holding CMS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ada Investment Management's CMS Position: Q4 2015 in Review

Ada Investment Management sold out of CMS Energy (CMS) in Q4 2015, closing a stake of 10,003 shares — an estimated $331K sold.

Ada Investment Management first reported a position in CMS in Q3 2015 and held it in 1 quarter. The position peaked at $331K in Q3 2015. 428 funds tracked by Wall St. Rank hold CMS as of Q4 2015.

  • Ada Investment Management reported no remaining CMS Energy position as of Q4 2015 after selling out during the quarter.
  • Ada Investment Management sold 10,003 CMS Energy shares in Q4 2015, an estimated $331K.
  • Ada Investment Management first reported a position in CMS Energy in Q3 2015 and held it in 1 quarter.
  • Ada Investment Management's CMS Energy position peaked at $331K in Q3 2015.
  • 428 funds tracked by Wall St. Rank held CMS Energy as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.