EPM
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Equitec Proprietary Markets’s CMS Energy CMS Stock Holding History

Equitec Proprietary Markets’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
-2,483
Closed -$86K – 230
2014
Q4 		$86K Buy
+2,483
New +$81.1K ﹤0.01% 499

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

Equitec Proprietary Markets's CMS Position: Q1 2015 in Review

Equitec Proprietary Markets sold out of CMS Energy (CMS) in Q1 2015, closing a stake of 2,483 shares — an estimated $86K sold.

Equitec Proprietary Markets first reported a position in CMS in Q4 2014 and held it in 1 quarter. The position peaked at $86K in Q4 2014. 422 funds tracked by Wall St. Rank hold CMS as of Q1 2015.

  • Equitec Proprietary Markets reported no remaining CMS Energy position as of Q1 2015 after selling out during the quarter.
  • Equitec Proprietary Markets sold 2,483 CMS Energy shares in Q1 2015, an estimated $86K.
  • Equitec Proprietary Markets first reported a position in CMS Energy in Q4 2014 and held it in 1 quarter.
  • Equitec Proprietary Markets's CMS Energy position peaked at $86K in Q4 2014.
  • 422 funds tracked by Wall St. Rank held CMS Energy as of Q1 2015.

Based on Equitec Proprietary Markets's 13F filing for Q1 2015, filed 7 May 2015.