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AHL Partners’s CMS Energy CMS Stock Holding History

AHL Partners’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
Q4 		– Sell
-84,732
Closed -$3.92M – 1272
2017
Q3 		$3.92M Sell
84,732
-39,614
-32% -$1.87M 0.07% 457
2017
Q2 		$5.75M Buy
124,346
+85,022
+216% +$3.93M 0.12% 296
2017
Q1 		$1.76M Buy
+39,324
New +$1.7M 0.04% 655
2016
Q3 		– Sell
-14,305
Closed -$656K – 1121
2016
Q2 		$656K Sell
14,305
-22,059
-61% -$927K 0.04% 542
2016
Q1 		$1.54M Sell
36,364
-18,063
-33% -$707K 0.1% 284
2015
Q4 		$1.96M Buy
+54,427
New +$1.94M 0.15% 256

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHL Partners's CMS Position: Q4 2017 in Review

AHL Partners sold out of CMS Energy (CMS) in Q4 2017, closing a stake of 84,732 shares — an estimated $3.92M sold.

AHL Partners first reported a position in CMS in Q4 2015 and held it in 6 quarters. The position peaked at $5.75M in Q2 2017. 518 funds tracked by Wall St. Rank hold CMS as of Q4 2017.

  • AHL Partners reported no remaining CMS Energy position as of Q4 2017 after selling out during the quarter.
  • AHL Partners sold 84,732 CMS Energy shares in Q4 2017, an estimated $3.92M.
  • AHL Partners first reported a position in CMS Energy in Q4 2015 and held it in 6 quarters.
  • AHL Partners's CMS Energy position peaked at $5.75M in Q2 2017.
  • 518 funds tracked by Wall St. Rank held CMS Energy as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.