Curian Capital’s CMS Energy CMS Stock Holding History

Curian Capital’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 Q4	–	Sell	-20,083	Closed	-$709K	–	494
2015 Q3	$709K	Sell	20,083 -17,216	-46%	-$581K	0.02%	434
2015 Q2	$1.19M	Buy	37,299 +14,477	+63%	+$486K	0.02%	428
2015 Q1	$797K	Sell	22,822 -1,203	-5%	-$42.7K	0.01%	509
2014 Q4	$835K	Sell	24,025 -239	-1%	-$7.81K	0.01%	483
2014 Q3	$720K	Buy	24,264 +1,169	+5%	+$34.9K	0.01%	500
2014 Q2	$719K	Sell	23,095 -4,193	-15%	-$125K	0.01%	505
2014 Q1	$799K	Buy	27,288 +10,345	+61%	+$287K	0.01%	480
2013 Q4	$454K	Sell	16,943 -621	-4%	-$16.7K	0.01%	508
2013 Q3	$462K	Buy	17,564 +110	+0.6%	+$2.99K	0.01%	518
2013 Q2	$474K	Buy	+17,454	New	+$490K	0.01%	491

Other funds holding CMS

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Curian Capital's CMS Position: Q4 2015 in Review

Curian Capital sold out of CMS Energy (CMS) in Q4 2015, closing a stake of 20,083 shares — an estimated $709K sold.

Curian Capital first reported a position in CMS in Q2 2013 and held it in 10 quarters. The position peaked at $1.19M in Q2 2015. 428 funds tracked by Wall St. Rank hold CMS as of Q4 2015.

Curian Capital reported no remaining CMS Energy position as of Q4 2015 after selling out during the quarter.
Curian Capital sold 20,083 CMS Energy shares in Q4 2015, an estimated $709K.
Curian Capital first reported a position in CMS Energy in Q2 2013 and held it in 10 quarters.
Curian Capital's CMS Energy position peaked at $1.19M in Q2 2015.
428 funds tracked by Wall St. Rank held CMS Energy as of Q4 2015.

Based on Curian Capital's 13F filing for Q4 2015, filed 25 Jan 2016.