CCM
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CrestPoint Capital Management’s CMS Energy CMS Stock Holding History

CrestPoint Capital Management’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
2015
Q3 		– Sell
-7,400
Closed -$236K – 200
2015
Q2 		$236K Hold
7,400
– – 0.12% 204
2015
Q1 		$258K Sell
7,400
-800
-10% -$28.4K 0.13% 197
2014
Q4 		$285K Hold
8,200
– – 0.15% 187
2014
Q3 		$243K Buy
+8,200
New +$245K 0.15% 191

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