Baird’s CMS Energy CMS Stock Holding History

Baird’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 Q1	$359K	Buy	+10,287	New	+$365K	﹤0.01%	1058
2014 Q3	–	Sell	-56,570	Closed	-$1.76M	–	1109
2014 Q2	$1.76M	Sell	56,570 -7,948	-12%	-$237K	0.02%	515
2014 Q1	$1.89M	Sell	64,518 -19,348	-23%	-$536K	0.03%	481
2013 Q4	$2.25M	Sell	83,866 -1,147	-1%	-$30.9K	0.04%	432
2013 Q3	$2.24M	Sell	85,013 -516	-0.6%	-$14K	0.04%	417
2013 Q2	$2.32M	Buy	+85,529	New	+$2.4M	0.05%	388

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Baird's CMS Position: Q1 2015 in Review

Baird opened a new position in CMS Energy (CMS) in Q1 2015: 10,287 shares worth $359K. The stake represents ﹤0.01% of the portfolio and ranks #1058 among its holdings. This is a return to the name: Baird previously reported a position in CMS as recently as Q2 2014.

Baird first reported a position in CMS in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.32M in Q2 2013. 422 funds tracked by Wall St. Rank hold CMS as of Q1 2015.

Baird held 10,287 shares of CMS Energy worth $359K as of Q1 2015.
CMS Energy was a new Baird position in Q1 2015.
CMS Energy made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1058 holding.
Baird first reported a position in CMS Energy in Q2 2013 and has held it in 6 quarters since.
Baird's CMS Energy position peaked at $2.32M in Q2 2013.
422 funds tracked by Wall St. Rank held CMS Energy as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.