Ecofin Advisors’s CMS Energy CMS Stock Holding History

Ecofin Advisors’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
2013 Q4	–	Sell	-1,325	Closed	-$50.3K	–	50
2013 Q3	$50.3K	Buy	+1,325	New	+$36K	0.53%	23

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Ecofin Advisors's CMS Position: Q4 2013 in Review

Ecofin Advisors sold out of CMS Energy (CMS) in Q4 2013, closing a stake of 1,325 shares — an estimated $50.3K sold.

Ecofin Advisors first reported a position in CMS in Q3 2013 and held it in 1 quarter. The position peaked at $50.3K in Q3 2013. 392 funds tracked by Wall St. Rank hold CMS as of Q4 2013.

Ecofin Advisors reported no remaining CMS Energy position as of Q4 2013 after selling out during the quarter.
Ecofin Advisors sold 1,325 CMS Energy shares in Q4 2013, an estimated $50.3K.
Ecofin Advisors first reported a position in CMS Energy in Q3 2013 and held it in 1 quarter.
Ecofin Advisors's CMS Energy position peaked at $50.3K in Q3 2013.
392 funds tracked by Wall St. Rank held CMS Energy as of Q4 2013.

Based on Ecofin Advisors's 13F filing for Q4 2013, filed 25 Feb 2014.