CWG
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C WorldWide Group’s CMS Energy CMS Stock Holding History

C WorldWide 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
-4,730
Closed -$164K – 134
2014
Q4 		$164K Sell
4,730
-1,420
-23% -$46.4K ﹤0.01% 117
2014
Q3 		$182K Buy
+6,150
New +$184K ﹤0.01% 108

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

C WorldWide Group's CMS Position: Q1 2015 in Review

C WorldWide Group sold out of CMS Energy (CMS) in Q1 2015, closing a stake of 4,730 shares — an estimated $164K sold.

C WorldWide Group first reported a position in CMS in Q3 2014 and held it in 2 quarters. The position peaked at $182K in Q3 2014. 422 funds tracked by Wall St. Rank hold CMS as of Q1 2015.

  • C WorldWide Group reported no remaining CMS Energy position as of Q1 2015 after selling out during the quarter.
  • C WorldWide Group sold 4,730 CMS Energy shares in Q1 2015, an estimated $164K.
  • C WorldWide Group first reported a position in CMS Energy in Q3 2014 and held it in 2 quarters.
  • C WorldWide Group's CMS Energy position peaked at $182K in Q3 2014.
  • 422 funds tracked by Wall St. Rank held CMS Energy as of Q1 2015.

Based on C WorldWide Group's 13F filing for Q1 2015, filed 13 May 2015.