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AlphaOne Investment Services’s CMS Energy CMS Stock Holding History

AlphaOne Investment Services’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
2018
Q2 		– Sell
-627
Closed -$28K – 271
2018
Q1 		$28K Buy
627
+64
+11% +$2.81K 0.01% 370
2017
Q4 		$27K Buy
+563
New +$27.3K 0.01% 249

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

AlphaOne Investment Services's CMS Position: Q2 2018 in Review

AlphaOne Investment Services sold out of CMS Energy (CMS) in Q2 2018, closing a stake of 627 shares — an estimated $28K sold.

AlphaOne Investment Services first reported a position in CMS in Q4 2017 and held it in 2 quarters. The position peaked at $28K in Q1 2018. 508 funds tracked by Wall St. Rank hold CMS as of Q2 2018.

  • AlphaOne Investment Services reported no remaining CMS Energy position as of Q2 2018 after selling out during the quarter.
  • AlphaOne Investment Services sold 627 CMS Energy shares in Q2 2018, an estimated $28K.
  • AlphaOne Investment Services first reported a position in CMS Energy in Q4 2017 and held it in 2 quarters.
  • AlphaOne Investment Services's CMS Energy position peaked at $28K in Q1 2018.
  • 508 funds tracked by Wall St. Rank held CMS Energy as of Q2 2018.

Based on AlphaOne Investment Services's 13F filing for Q2 2018, filed 13 Aug 2018.