First Interstate Bank’s CMS Energy CMS Stock Holding History

First Interstate Bank’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
2018 Q2	–	Sell	-66	Closed	-$3K	–	673
2018 Q1	$3K	Sell	66 -50	-43%	-$2.19K	﹤0.01%	642
2017 Q4	$5K	Hold	116	–	–	﹤0.01%	640
2017 Q3	$5K	Hold	116	–	–	﹤0.01%	611
2017 Q2	$5K	Hold	116	–	–	﹤0.01%	602
2017 Q1	$5K	Hold	116	–	–	﹤0.01%	598
2016 Q4	$5K	Hold	116	–	–	﹤0.01%	628
2016 Q3	$5K	Buy	116 +66	+132%	+$2.88K	﹤0.01%	639
2016 Q2	$2K	Hold	50	–	–	﹤0.01%	698
2016 Q1	$2K	Hold	50	–	–	﹤0.01%	705
2015 Q4	$2K	Hold	50	–	–	﹤0.01%	723
2015 Q3	$2K	Buy	+50	New	+$1.69K	﹤0.01%	748

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Interstate Bank's CMS Position: Q2 2018 in Review

First Interstate Bank sold out of CMS Energy (CMS) in Q2 2018, closing a stake of 66 shares — an estimated $3K sold.

First Interstate Bank first reported a position in CMS in Q3 2015 and held it in 11 quarters. The position peaked at $5K in Q4 2017. 509 funds tracked by Wall St. Rank hold CMS as of Q2 2018.

First Interstate Bank reported no remaining CMS Energy position as of Q2 2018 after selling out during the quarter.
First Interstate Bank sold 66 CMS Energy shares in Q2 2018, an estimated $3K.
First Interstate Bank first reported a position in CMS Energy in Q3 2015 and held it in 11 quarters.
First Interstate Bank's CMS Energy position peaked at $5K in Q4 2017.
509 funds tracked by Wall St. Rank held CMS Energy as of Q2 2018.

Based on First Interstate Bank's 13F filing for Q2 2018, filed 27 Jul 2018.