EAM
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Eagle Asset Management’s CMS Energy CMS Stock Holding History

Eagle Asset 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
2017
Q1 		– Sell
-59,712
Closed -$2.48M – 652
2016
Q4 		$2.48M Sell
59,712
-2,389
-4% -$97.7K 0.02% 523
2016
Q3 		$2.61M Sell
62,101
-680
-1% -$29.7K 0.02% 519
2016
Q2 		$2.88M Buy
62,781
+11
+0% +$462 0.02% 500
2016
Q1 		$2.66M Sell
62,770
-1,491
-2% -$58.4K 0.02% 505
2015
Q4 		$2.32M Buy
64,261
+815
+1% +$29.1K 0.02% 529
2015
Q3 		$2.24M Sell
63,446
-1,728
-3% -$58.3K 0.02% 539
2015
Q2 		$2.08M Buy
+65,174
New +$2.19M 0.01% 554

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Eagle Asset Management's CMS Position: Q1 2017 in Review

Eagle Asset Management sold out of CMS Energy (CMS) in Q1 2017, closing a stake of 59,712 shares — an estimated $2.48M sold.

Eagle Asset Management first reported a position in CMS in Q2 2015 and held it in 7 quarters. The position peaked at $2.88M in Q2 2016. 497 funds tracked by Wall St. Rank hold CMS as of Q1 2017.

  • Eagle Asset Management reported no remaining CMS Energy position as of Q1 2017 after selling out during the quarter.
  • Eagle Asset Management sold 59,712 CMS Energy shares in Q1 2017, an estimated $2.48M.
  • Eagle Asset Management first reported a position in CMS Energy in Q2 2015 and held it in 7 quarters.
  • Eagle Asset Management's CMS Energy position peaked at $2.88M in Q2 2016.
  • 497 funds tracked by Wall St. Rank held CMS Energy as of Q1 2017.

Based on Eagle Asset Management's 13F filing for Q1 2017, filed 5 May 2017.