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Friedberg Investment Management’s CMS Energy CMS Stock Holding History

Friedberg 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
2017
Q3 		$568K Sell
12,260
-23,970
-66% -$1.13M 0.92% 37
2017
Q2 		$1.68M Buy
36,230
+13,640
+60% +$631K 0.72% 47
2017
Q1 		$1.01M Sell
22,590
-1,240
-5% -$53.7K 0.43% 64
2016
Q4 		$991K Buy
23,830
+3,000
+14% +$123K 0.45% 63
2016
Q3 		$875K Hold
20,830
– – 0.38% 72
2016
Q2 		$955K Hold
20,830
– – 0.45% 61
2016
Q1 		$884K Sell
20,830
-1,000
-5% -$39.2K 0.44% 63
2015
Q4 		$787K Buy
21,830
+3,970
+22% +$142K 0.38% 69
2015
Q3 		$630K Buy
17,860
+670
+4% +$22.6K 0.3% 70
2015
Q2 		$547K Sell
17,190
-100
-0.6% -$3.36K 0.21% 88
2015
Q1 		$603K Buy
17,290
+2,060
+14% +$73.1K 0.22% 85
2014
Q4 		$529K Sell
15,230
-10
-0.1% -$327 0.21% 84
2014
Q3 		$452K Buy
15,240
+1,700
+13% +$50.7K 0.17% 92
2014
Q2 		$421K Buy
13,540
+2,500
+23% +$74.4K 0.15% 91
2014
Q1 		$323K Sell
11,040
-800
-7% -$22.2K 0.13% 88
2013
Q4 		$316K Buy
+11,840
New +$319K 0.13% 92

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

Friedberg Investment Management's CMS Position: Q3 2017 in Review

Friedberg Investment Management reduced its CMS Energy (CMS) stake by 66% in Q3 2017, selling an estimated $1.13M and leaving 12,260 shares worth $568K. The position accounts for 0.92% of the portfolio, ranked #37.

Friedberg Investment Management first reported a position in CMS in Q4 2013 and has held it in 16 quarters since. The position peaked at $1.68M in Q2 2017. 475 funds tracked by Wall St. Rank hold CMS as of Q3 2017.

  • Friedberg Investment Management held 12,260 shares of CMS Energy worth $568K as of Q3 2017.
  • Friedberg Investment Management sold 23,970 CMS Energy shares in Q3 2017, an estimated $1.13M.
  • CMS Energy made up 0.92% of Friedberg Investment Management's portfolio in Q3 2017, its #37 holding.
  • Friedberg Investment Management first reported a position in CMS Energy in Q4 2013 and has held it in 16 quarters since.
  • Friedberg Investment Management's CMS Energy position peaked at $1.68M in Q2 2017.
  • 475 funds tracked by Wall St. Rank held CMS Energy as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.