CCS
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Crosspoint Capital Strategies’s CMS Energy CMS Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-600
Closed -$21K – 230
2015
Q4 		$21K Buy
+600
New +$21.4K 0.01% 578
2015
Q1 		– Sell
-5,423
Closed -$188K – 543
2014
Q4 		$188K Sell
5,423
-70
-1% -$2.29K 0.07% 201
2014
Q3 		$163K Buy
5,493
+290
+6% +$8.66K 0.12% 121
2014
Q2 		$159K Buy
5,203
+799
+18% +$23.8K 0.06% 151
2014
Q1 		$129K Hold
4,404
– – 0.05% 159
2013
Q4 		$126K Buy
+4,404
New +$119K 0.04% 170

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Crosspoint Capital Strategies's CMS Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of CMS Energy (CMS) in Q1 2016, closing a stake of 600 shares — an estimated $21K sold.

Crosspoint Capital Strategies first reported a position in CMS in Q4 2013 and held it in 6 quarters. The position peaked at $188K in Q4 2014. 472 funds tracked by Wall St. Rank hold CMS as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining CMS Energy position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 600 CMS Energy shares in Q1 2016, an estimated $21K.
  • Crosspoint Capital Strategies first reported a position in CMS Energy in Q4 2013 and held it in 6 quarters.
  • Crosspoint Capital Strategies's CMS Energy position peaked at $188K in Q4 2014.
  • 472 funds tracked by Wall St. Rank held CMS Energy as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.