CIM
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Calvert Investment Management’s CMS Energy CMS Stock Holding History

Calvert Investment Management’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
Q1 		– Sell
-69,376
Closed -$2.89M – 137
2016
Q4 		$2.89M Sell
69,376
-2,496
-3% -$102K 0.11% 250
2016
Q3 		$3.02M Buy
71,872
+6,446
+10% +$281K 0.11% 242
2016
Q2 		$3M Buy
65,426
+3,047
+5% +$128K 0.12% 195
2016
Q1 		$2.65M Buy
62,379
+11,200
+22% +$439K 0.12% 184
2015
Q4 		$1.85M Buy
51,179
+19,168
+60% +$683K 0.08% 216
2015
Q3 		$1.13M Buy
32,011
+3,682
+13% +$124K 0.06% 209
2015
Q2 		$902K Buy
28,329
+16,203
+134% +$544K 0.04% 261
2015
Q1 		$423K Buy
12,126
+1,307
+12% +$46.4K 0.03% 400
2014
Q4 		$376K Buy
10,819
+735
+7% +$24K 0.03% 402
2014
Q3 		$299K Buy
+10,084
New +$301K 0.02% 450

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Calvert Investment Management's CMS Position: Q1 2017 in Review

Calvert Investment Management sold out of CMS Energy (CMS) in Q1 2017, closing a stake of 69,376 shares — an estimated $2.89M sold.

Calvert Investment Management first reported a position in CMS in Q3 2014 and held it in 10 quarters. The position peaked at $3.02M in Q3 2016. 497 funds tracked by Wall St. Rank hold CMS as of Q1 2017.

  • Calvert Investment Management reported no remaining CMS Energy position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 69,376 CMS Energy shares in Q1 2017, an estimated $2.89M.
  • Calvert Investment Management first reported a position in CMS Energy in Q3 2014 and held it in 10 quarters.
  • Calvert Investment Management's CMS Energy position peaked at $3.02M in Q3 2016.
  • 497 funds tracked by Wall St. Rank held CMS Energy as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.