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Bank of the West’s CMS Energy CMS Stock Holding History

Bank of the West’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
2016
Q3 		– Sell
-6,779
Closed -$311K – 296
2016
Q2 		$311K Hold
6,779
– – 0.04% 242
2016
Q1 		$288K Buy
6,779
+125
+2% +$4.9K 0.04% 241
2015
Q4 		$240K Buy
6,654
+254
+4% +$9.05K 0.03% 265
2015
Q3 		$226K Buy
+6,400
New +$216K 0.04% 268

Other funds holding CMS

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
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
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of the West's CMS Position: Q3 2016 in Review

Bank of the West sold out of CMS Energy (CMS) in Q3 2016, closing a stake of 6,779 shares — an estimated $311K sold.

Bank of the West first reported a position in CMS in Q3 2015 and held it in 4 quarters. The position peaked at $311K in Q2 2016. 466 funds tracked by Wall St. Rank hold CMS as of Q3 2016.

  • Bank of the West reported no remaining CMS Energy position as of Q3 2016 after selling out during the quarter.
  • Bank of the West sold 6,779 CMS Energy shares in Q3 2016, an estimated $311K.
  • Bank of the West first reported a position in CMS Energy in Q3 2015 and held it in 4 quarters.
  • Bank of the West's CMS Energy position peaked at $311K in Q2 2016.
  • 466 funds tracked by Wall St. Rank held CMS Energy as of Q3 2016.

Based on Bank of the West's 13F filing for Q3 2016, filed 27 Oct 2016.