EI
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Elkhorn Investments’s CMS Energy CMS Stock Holding History

Elkhorn Investments’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
Q4 		$1.88M Buy
40,048
+13,959
+54% +$676K 0.98% 57
2017
Q3 		$1.21M Buy
26,089
+657
+3% +$31K 0.9% 79
2017
Q2 		$1.2M Sell
25,432
-1,235
-5% -$57.1K 0.93% 68
2017
Q1 		$1.19M Buy
+26,667
New +$1.16M 0.98% 44

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Elkhorn Investments's CMS Position: Q4 2017 in Review

Elkhorn Investments increased its CMS Energy (CMS) stake by 54% in Q4 2017, buying an estimated $676K and bringing the position to 40,048 shares worth $1.88M. The position accounts for 0.98% of the portfolio, ranked #57.

Elkhorn Investments first reported a position in CMS in Q1 2017 and has held it in 4 quarters since. 518 funds tracked by Wall St. Rank hold CMS as of Q4 2017.

  • Elkhorn Investments held 40,048 shares of CMS Energy worth $1.88M as of Q4 2017.
  • Elkhorn Investments bought 13,959 CMS Energy shares in Q4 2017, an estimated $676K.
  • CMS Energy made up 0.98% of Elkhorn Investments's portfolio in Q4 2017, its #57 holding.
  • Elkhorn Investments first reported a position in CMS Energy in Q1 2017 and has held it in 4 quarters since.
  • 518 funds tracked by Wall St. Rank held CMS Energy as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.