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Bellwether Investment Group’s CMS Energy CMS Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-53
Closed -$2K – 175
2017
Q1 		$2K Hold
53
– – 0.01% 708
2016
Q4 		$2K Buy
+53
New +$2.17K ﹤0.01% 884
2016
Q2 		$2K Buy
+52
New +$2.19K ﹤0.01% 563

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bellwether Investment Group's CMS Position: Q2 2017 in Review

Bellwether Investment Group sold out of CMS Energy (CMS) in Q2 2017, closing a stake of 53 shares — an estimated $2K sold.

Bellwether Investment Group first reported a position in CMS in Q2 2016 and held it in 3 quarters. The position peaked at $2K in Q1 2017. 482 funds tracked by Wall St. Rank hold CMS as of Q2 2017.

  • Bellwether Investment Group reported no remaining CMS Energy position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 53 CMS Energy shares in Q2 2017, an estimated $2K.
  • Bellwether Investment Group first reported a position in CMS Energy in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's CMS Energy position peaked at $2K in Q1 2017.
  • 482 funds tracked by Wall St. Rank held CMS Energy as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.