ECM
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Endex Capital Management’s CMS Energy CMS Stock Holding History

Endex Capital 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
2013
Q4 		$70K Hold
2,604
– – 0.07% 275
2013
Q3 		$69K Hold
2,604
– – 0.07% 267
2013
Q2 		$71K Buy
+2,604
New +$73.1K 0.08% 257

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Endex Capital Management's CMS Position: Q4 2013 in Review

Endex Capital Management held its CMS Energy (CMS) position steady in Q4 2013 at 2,604 shares worth $70K. The position accounts for 0.07% of the portfolio, ranked #275.

Endex Capital Management first reported a position in CMS in Q2 2013 and has held it in 3 quarters since. The position peaked at $71K in Q2 2013. 392 funds tracked by Wall St. Rank hold CMS as of Q4 2013.

  • Endex Capital Management held 2,604 shares of CMS Energy worth $70K as of Q4 2013.
  • Endex Capital Management left its CMS Energy share count unchanged in Q4 2013.
  • CMS Energy made up 0.07% of Endex Capital Management's portfolio in Q4 2013, its #275 holding.
  • Endex Capital Management first reported a position in CMS Energy in Q2 2013 and has held it in 3 quarters since.
  • Endex Capital Management's CMS Energy position peaked at $71K in Q2 2013.
  • 392 funds tracked by Wall St. Rank held CMS Energy as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.