Foresters Investment Management’s CMS Energy CMS Stock Holding History

Foresters Investment 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
2019 Q3	$31M	Sell	484,280 -96,833	-17%	-$5.88M	0.61%	47
2019 Q2	$33.7M	Sell	581,113 -26,887	-4%	-$1.51M	0.6%	47
2019 Q1	$33.8M	Buy	608,000 +98,850	+19%	+$5.21M	0.59%	44
2018 Q4	$25.3M	Sell	509,150 -54,750	-10%	-$2.77M	0.48%	68
2018 Q3	$27.6M	Buy	563,900 +343,000	+155%	+$16.7M	0.44%	73
2018 Q2	$10.4M	Buy	+220,900	New	+$9.98M	0.18%	182
2018 Q1	–	Sell	-2,298	Closed	-$109K	–	428
2017 Q4	$109K	Buy	2,298 +273	+13%	+$13.2K	﹤0.01%	555
2017 Q3	$94K	Hold	2,025	–	–	﹤0.01%	555
2017 Q2	$94K	Buy	+2,025	New	+$93.6K	﹤0.01%	550

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Foresters Investment Management's CMS Position: Q3 2019 in Review

Foresters Investment Management reduced its CMS Energy (CMS) stake by 17% in Q3 2019, selling an estimated $5.88M and leaving 484,280 shares worth $31M. The position accounts for 0.61% of the portfolio, ranked #47.

Foresters Investment Management first reported a position in CMS in Q2 2017 and has held it in 9 quarters since. The position peaked at $33.8M in Q1 2019. 556 funds tracked by Wall St. Rank hold CMS as of Q3 2019.

Foresters Investment Management held 484,280 shares of CMS Energy worth $31M as of Q3 2019.
Foresters Investment Management sold 96,833 CMS Energy shares in Q3 2019, an estimated $5.88M.
CMS Energy made up 0.61% of Foresters Investment Management's portfolio in Q3 2019, its #47 holding.
Foresters Investment Management first reported a position in CMS Energy in Q2 2017 and has held it in 9 quarters since.
Foresters Investment Management's CMS Energy position peaked at $33.8M in Q1 2019.
556 funds tracked by Wall St. Rank held CMS Energy as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.