EWM
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Elite Wealth Management’s CMS Energy CMS Stock Holding History

Elite Wealth 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
2014
Q2 		– Sell
-1,280
Closed -$37K – 461
2014
Q1 		$37K Sell
1,280
-2,983
-70% -$82.7K 0.03% 141
2013
Q4 		$114K Sell
4,263
-28,288
-87% -$762K 0.08% 99
2013
Q3 		$857K Buy
+32,551
New +$884K 0.76% 31

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 $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Elite Wealth Management's CMS Position: Q2 2014 in Review

Elite Wealth Management sold out of CMS Energy (CMS) in Q2 2014, closing a stake of 1,280 shares — an estimated $37K sold.

Elite Wealth Management first reported a position in CMS in Q3 2013 and held it in 3 quarters. The position peaked at $857K in Q3 2013. 408 funds tracked by Wall St. Rank hold CMS as of Q2 2014.

  • Elite Wealth Management reported no remaining CMS Energy position as of Q2 2014 after selling out during the quarter.
  • Elite Wealth Management sold 1,280 CMS Energy shares in Q2 2014, an estimated $37K.
  • Elite Wealth Management first reported a position in CMS Energy in Q3 2013 and held it in 3 quarters.
  • Elite Wealth Management's CMS Energy position peaked at $857K in Q3 2013.
  • 408 funds tracked by Wall St. Rank held CMS Energy as of Q2 2014.

Based on Elite Wealth Management's 13F filing for Q2 2014, filed 23 Nov 2016.