Convergence Investment Partners’s CMS Energy CMS Stock Holding History

Convergence Investment Partners’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 Q2	–	Sell	-105	Closed	-$5K	–	431
2018 Q1	$5K	Buy	+105	New	+$4.61K	﹤0.01%	818
2014 Q3	–	Sell	-59,730	Closed	-$1.86M	–	369
2014 Q2	$1.86M	Hold	59,730	–	–	0.25%	140
2014 Q1	$1.75M	Sell	59,730 -34,904	-37%	-$967K	0.27%	125
2013 Q4	$2.53M	Hold	94,634	–	–	0.41%	78
2013 Q3	$2.49M	Buy	+94,634	New	+$2.57M	0.53%	50

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Convergence Investment Partners's CMS Position: Q2 2018 in Review

Convergence Investment Partners sold out of CMS Energy (CMS) in Q2 2018, closing a stake of 105 shares — an estimated $5K sold.

Convergence Investment Partners first reported a position in CMS in Q3 2013 and held it in 5 quarters. The position peaked at $2.53M in Q4 2013. 508 funds tracked by Wall St. Rank hold CMS as of Q2 2018.

Convergence Investment Partners reported no remaining CMS Energy position as of Q2 2018 after selling out during the quarter.
Convergence Investment Partners sold 105 CMS Energy shares in Q2 2018, an estimated $5K.
Convergence Investment Partners first reported a position in CMS Energy in Q3 2013 and held it in 5 quarters.
Convergence Investment Partners's CMS Energy position peaked at $2.53M in Q4 2013.
508 funds tracked by Wall St. Rank held CMS Energy as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.