CI
CMS icon

Capital International’s CMS Energy CMS Stock Holding History

Capital International’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
Q3 		– Sell
-32,100
Closed -$1.49M – 112
2017
Q2 		$1.49M Hold
32,100
– – 0.1% 96
2017
Q1 		$1.44M Buy
32,100
+4,400
+16% +$191K 0.09% 98
2016
Q4 		$1.15M Buy
27,700
+7,600
+38% +$311K 0.08% 105
2016
Q3 		$844K Hold
20,100
– – 0.06% 118
2016
Q2 		$922K Sell
20,100
-32,000
-61% -$1.34M 0.07% 116
2016
Q1 		$2.21M Hold
52,100
– – 0.14% 106
2015
Q4 		$1.88M Hold
52,100
– – 0.12% 114
2015
Q3 		$1.84M Buy
52,100
+39,200
+304% +$1.32M 0.12% 110
2015
Q2 		$411K Buy
+12,900
New +$433K 0.02% 176

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 $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return