Caldwell & Orkin’s CMS Energy CMS Stock Holding History

Caldwell & Orkin’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
2013 Q4	–	Sell	-57,800	Closed	-$1.52M	–	68
2013 Q3	$1.52M	Hold	57,800	–	–	0.89%	47
2013 Q2	$1.57M	Buy	+57,800	New	+$1.62M	0.86%	44

Other funds holding CMS

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Caldwell & Orkin's CMS Position: Q4 2013 in Review

Caldwell & Orkin sold out of CMS Energy (CMS) in Q4 2013, closing a stake of 57,800 shares — an estimated $1.52M sold.

Caldwell & Orkin first reported a position in CMS in Q2 2013 and held it in 2 quarters. The position peaked at $1.57M in Q2 2013. 392 funds tracked by Wall St. Rank hold CMS as of Q4 2013.

Caldwell & Orkin reported no remaining CMS Energy position as of Q4 2013 after selling out during the quarter.
Caldwell & Orkin sold 57,800 CMS Energy shares in Q4 2013, an estimated $1.52M.
Caldwell & Orkin first reported a position in CMS Energy in Q2 2013 and held it in 2 quarters.
Caldwell & Orkin's CMS Energy position peaked at $1.57M in Q2 2013.
392 funds tracked by Wall St. Rank held CMS Energy as of Q4 2013.

Based on Caldwell & Orkin's 13F filing for Q4 2013, filed 7 Feb 2014.