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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return