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Clinton Group’s CMS Energy CMS Stock Holding History

Clinton Group’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
2018
Q3 		– Sell
-15,637
Closed -$739K – 227
2018
Q2 		$739K Buy
15,637
+2,262
+17% +$102K 0.12% 235
2018
Q1 		$606K Sell
13,375
-30,100
-69% -$1.32M 0.07% 259
2017
Q4 		$2.06M Buy
43,475
+32,661
+302% +$1.58M 0.18% 177
2017
Q3 		$501K Buy
+10,814
New +$510K 0.06% 289
2017
Q1 		– Sell
-27,522
Closed -$1.15M – 934
2016
Q4 		$1.15M Buy
27,522
+20,003
+266% +$818K 0.07% 336
2016
Q3 		$316K Sell
7,519
-12,604
-63% -$550K 0.01% 765
2016
Q2 		$923K Sell
20,123
-27,824
-58% -$1.17M 0.04% 511
2016
Q1 		$2.04M Buy
47,947
+37,183
+345% +$1.46M 0.12% 252
2015
Q4 		$388K Buy
+10,764
New +$384K 0.03% 575
2015
Q1 		– Sell
-13,407
Closed -$466K – 499
2014
Q4 		$466K Buy
+13,407
New +$438K 0.15% 251
2013
Q4 		– Sell
-15,215
Closed -$400K – 314
2013
Q3 		$400K Sell
15,215
-11,911
-44% -$324K 0.12% 208
2013
Q2 		$737K Buy
+27,126
New +$761K 0.24% 87

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Clinton Group's CMS Position: Q3 2018 in Review

Clinton Group sold out of CMS Energy (CMS) in Q3 2018, closing a stake of 15,637 shares — an estimated $739K sold.

Clinton Group first reported a position in CMS in Q2 2013 and held it in 12 quarters. The position peaked at $2.06M in Q4 2017. 520 funds tracked by Wall St. Rank hold CMS as of Q3 2018.

  • Clinton Group reported no remaining CMS Energy position as of Q3 2018 after selling out during the quarter.
  • Clinton Group sold 15,637 CMS Energy shares in Q3 2018, an estimated $739K.
  • Clinton Group first reported a position in CMS Energy in Q2 2013 and held it in 12 quarters.
  • Clinton Group's CMS Energy position peaked at $2.06M in Q4 2017.
  • 520 funds tracked by Wall St. Rank held CMS Energy as of Q3 2018.

Based on Clinton Group's 13F filing for Q3 2018, filed 10 Oct 2018.