EAMA
CMS icon

EFG Asset Management (Americas)’s CMS Energy CMS Stock Holding History

EFG Asset Management (Americas)’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
Q1 		– Sell
-2,550
Closed -$89K – 163
2014
Q4 		$89K Buy
+2,550
New +$83.3K 0.05% 132

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EFG Asset Management (Americas)'s CMS Position: Q1 2015 in Review

EFG Asset Management (Americas) sold out of CMS Energy (CMS) in Q1 2015, closing a stake of 2,550 shares — an estimated $89K sold.

EFG Asset Management (Americas) first reported a position in CMS in Q4 2014 and held it in 1 quarter. The position peaked at $89K in Q4 2014. 422 funds tracked by Wall St. Rank hold CMS as of Q1 2015.

  • EFG Asset Management (Americas) reported no remaining CMS Energy position as of Q1 2015 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 2,550 CMS Energy shares in Q1 2015, an estimated $89K.
  • EFG Asset Management (Americas) first reported a position in CMS Energy in Q4 2014 and held it in 1 quarter.
  • EFG Asset Management (Americas)'s CMS Energy position peaked at $89K in Q4 2014.
  • 422 funds tracked by Wall St. Rank held CMS Energy as of Q1 2015.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2015, filed 14 May 2015.