Founders Bank & Trust’s CMS Energy CMS Stock Holding History

Founders Bank & Trust’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
2014 Q4	$15K	Hold	425	–	–	0.01%	267
2014 Q3	$13K	Hold	425	–	–	0.01%	275
2014 Q2	$13K	Hold	425	–	–	0.01%	276
2014 Q1	$12K	Hold	425	–	–	0.01%	275
2013 Q4	$11K	Hold	425	–	–	0.01%	306
2013 Q3	$11K	Hold	425	–	–	0.01%	261
2013 Q2	$12K	Buy	+425	New	+$11.9K	0.01%	239

Other funds holding CMS

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Founders Bank & Trust's CMS Position: Q4 2014 in Review

Founders Bank & Trust held its CMS Energy (CMS) position steady in Q4 2014 at 425 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #267.

Founders Bank & Trust first reported a position in CMS in Q2 2013 and has held it in 7 quarters since. 418 funds tracked by Wall St. Rank hold CMS as of Q4 2014.

Founders Bank & Trust held 425 shares of CMS Energy worth $15K as of Q4 2014.
Founders Bank & Trust left its CMS Energy share count unchanged in Q4 2014.
CMS Energy made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #267 holding.
Founders Bank & Trust first reported a position in CMS Energy in Q2 2013 and has held it in 7 quarters since.
418 funds tracked by Wall St. Rank held CMS Energy as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.