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Financial Sense Advisors’s CMS Energy CMS Stock Holding History

Financial Sense Advisors’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
Q3 		– Sell
-39,674
Closed -$1.08M – 133
2013
Q2 		$1.08M Buy
+39,674
New +$1.11M 0.48% 49

Other funds holding CMS

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Financial Sense Advisors's CMS Position: Q3 2013 in Review

Financial Sense Advisors sold out of CMS Energy (CMS) in Q3 2013, closing a stake of 39,674 shares — an estimated $1.08M sold.

Financial Sense Advisors first reported a position in CMS in Q2 2013 and held it in 1 quarter. The position peaked at $1.08M in Q2 2013. 395 funds tracked by Wall St. Rank hold CMS as of Q3 2013.

  • Financial Sense Advisors reported no remaining CMS Energy position as of Q3 2013 after selling out during the quarter.
  • Financial Sense Advisors sold 39,674 CMS Energy shares in Q3 2013, an estimated $1.08M.
  • Financial Sense Advisors first reported a position in CMS Energy in Q2 2013 and held it in 1 quarter.
  • Financial Sense Advisors's CMS Energy position peaked at $1.08M in Q2 2013.
  • 395 funds tracked by Wall St. Rank held CMS Energy as of Q3 2013.

Based on Financial Sense Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.