BKS Advisors’s CMS Energy CMS Stock Holding History

BKS Advisors’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 Q4	–	Sell	-3,750	Closed	-$158K	–	195
2016 Q3	$158K	Buy	+3,750	New	+$164K	0.07%	178

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 New York $276B AUM 44.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BKS Advisors's CMS Position: Q4 2016 in Review

BKS Advisors sold out of CMS Energy (CMS) in Q4 2016, closing a stake of 3,750 shares — an estimated $158K sold.

BKS Advisors first reported a position in CMS in Q3 2016 and held it in 1 quarter. The position peaked at $158K in Q3 2016. 489 funds tracked by Wall St. Rank hold CMS as of Q4 2016.

BKS Advisors reported no remaining CMS Energy position as of Q4 2016 after selling out during the quarter.
BKS Advisors sold 3,750 CMS Energy shares in Q4 2016, an estimated $158K.
BKS Advisors first reported a position in CMS Energy in Q3 2016 and held it in 1 quarter.
BKS Advisors's CMS Energy position peaked at $158K in Q3 2016.
489 funds tracked by Wall St. Rank held CMS Energy as of Q4 2016.

Based on BKS Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.