Cavalier Investments’s CMS Energy CMS Stock Holding History

Cavalier Investments’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	-12,000	Closed	-$537K	–	152
2017 Q2	$537K	Hold	12,000	–	–	0.3%	78
2017 Q1	$537K	Hold	12,000	–	–	0.3%	80
2016 Q4	$499K	Hold	12,000	–	–	0.32%	62
2016 Q3	$504K	Hold	12,000	–	–	0.31%	66
2016 Q2	$550K	Buy	+12,000	New	+$504K	0.32%	66

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Cavalier Investments's CMS Position: Q3 2017 in Review

Cavalier Investments sold out of CMS Energy (CMS) in Q3 2017, closing a stake of 12,000 shares — an estimated $537K sold.

Cavalier Investments first reported a position in CMS in Q2 2016 and held it in 5 quarters. The position peaked at $550K in Q2 2016. 476 funds tracked by Wall St. Rank hold CMS as of Q3 2017.

Cavalier Investments reported no remaining CMS Energy position as of Q3 2017 after selling out during the quarter.
Cavalier Investments sold 12,000 CMS Energy shares in Q3 2017, an estimated $537K.
Cavalier Investments first reported a position in CMS Energy in Q2 2016 and held it in 5 quarters.
Cavalier Investments's CMS Energy position peaked at $550K in Q2 2016.
476 funds tracked by Wall St. Rank held CMS Energy as of Q3 2017.

Based on Cavalier Investments's 13F filing for Q3 2017, filed 2 Nov 2017.