FP
CMS icon

FDO Partners’s CMS Energy CMS Stock Holding History

FDO Partners’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
Q3 		– Sell
-39,610
Closed -$1.83M – 229
2017
Q2 		$1.83M Buy
39,610
+30,704
+345% +$1.42M 0.39% 115
2017
Q1 		$398K Sell
8,906
-29,789
-77% -$1.29M 0.1% 183
2016
Q4 		$1.61M Buy
+38,695
New +$1.58M 0.65% 66

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FDO Partners's CMS Position: Q3 2017 in Review

FDO Partners sold out of CMS Energy (CMS) in Q3 2017, closing a stake of 39,610 shares — an estimated $1.83M sold.

FDO Partners first reported a position in CMS in Q4 2016 and held it in 3 quarters. The position peaked at $1.83M in Q2 2017. 476 funds tracked by Wall St. Rank hold CMS as of Q3 2017.

  • FDO Partners reported no remaining CMS Energy position as of Q3 2017 after selling out during the quarter.
  • FDO Partners sold 39,610 CMS Energy shares in Q3 2017, an estimated $1.83M.
  • FDO Partners first reported a position in CMS Energy in Q4 2016 and held it in 3 quarters.
  • FDO Partners's CMS Energy position peaked at $1.83M in Q2 2017.
  • 476 funds tracked by Wall St. Rank held CMS Energy as of Q3 2017.

Based on FDO Partners's 13F filing for Q3 2017, filed 13 Nov 2017.