BKBG
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BHF Kleinwort Benson Group’s CMS Energy CMS Stock Holding History

BHF Kleinwort Benson 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
2015
Q1 		– Sell
-30,100
Closed -$1.1M – 401
2014
Q4 		$1.1M Sell
30,100
-12,900
-30% -$421K 0.03% 251
2014
Q3 		$1M Buy
+43,000
New +$1.28M 0.03% 246

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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Norges Bank Oslo, Norway $1T AUM

BHF Kleinwort Benson Group's CMS Position: Q1 2015 in Review

BHF Kleinwort Benson Group sold out of CMS Energy (CMS) in Q1 2015, closing a stake of 30,100 shares — an estimated $1.1M sold.

BHF Kleinwort Benson Group first reported a position in CMS in Q3 2014 and held it in 2 quarters. The position peaked at $1.1M in Q4 2014. 422 funds tracked by Wall St. Rank hold CMS as of Q1 2015.

  • BHF Kleinwort Benson Group reported no remaining CMS Energy position as of Q1 2015 after selling out during the quarter.
  • BHF Kleinwort Benson Group sold 30,100 CMS Energy shares in Q1 2015, an estimated $1.1M.
  • BHF Kleinwort Benson Group first reported a position in CMS Energy in Q3 2014 and held it in 2 quarters.
  • BHF Kleinwort Benson Group's CMS Energy position peaked at $1.1M in Q4 2014.
  • 422 funds tracked by Wall St. Rank held CMS Energy as of Q1 2015.

Based on BHF Kleinwort Benson Group's 13F filing for Q1 2015, filed 12 May 2015.