CBB
CMS icon

Citizens Business Bank’s CMS Energy CMS Stock Holding History

Citizens Business Bank’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
Q3 		– Sell
-71,353
Closed -$1.94M – 278
2013
Q2 		$1.94M Buy
+71,353
New +$2M 0.43% 70

Other funds holding CMS

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Citizens Business Bank's CMS Position: Q3 2013 in Review

Citizens Business Bank sold out of CMS Energy (CMS) in Q3 2013, closing a stake of 71,353 shares — an estimated $1.94M sold.

Citizens Business Bank first reported a position in CMS in Q2 2013 and held it in 1 quarter. The position peaked at $1.94M in Q2 2013. 395 funds tracked by Wall St. Rank hold CMS as of Q3 2013.

  • Citizens Business Bank reported no remaining CMS Energy position as of Q3 2013 after selling out during the quarter.
  • Citizens Business Bank sold 71,353 CMS Energy shares in Q3 2013, an estimated $1.94M.
  • Citizens Business Bank first reported a position in CMS Energy in Q2 2013 and held it in 1 quarter.
  • Citizens Business Bank's CMS Energy position peaked at $1.94M in Q2 2013.
  • 395 funds tracked by Wall St. Rank held CMS Energy as of Q3 2013.

Based on Citizens Business Bank's 13F filing for Q3 2013, filed 18 Nov 2022.