Gary Goldberg Planning Services’s CMS Energy CMS Stock Holding History

Gary Goldberg Planning Services’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 Q2	–	Sell	-2	Closed	–	–	405
2014 Q1	$0	Buy	+2	New	+$55	﹤0.01%	395

Other funds holding CMS

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BFA

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Gary Goldberg Planning Services's CMS Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of CMS Energy (CMS) in Q2 2014, closing a stake of 2 shares.

Gary Goldberg Planning Services first reported a position in CMS in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 408 funds tracked by Wall St. Rank hold CMS as of Q2 2014.

Gary Goldberg Planning Services reported no remaining CMS Energy position as of Q2 2014 after selling out during the quarter.
Gary Goldberg Planning Services sold 2 CMS Energy shares in Q2 2014.
Gary Goldberg Planning Services first reported a position in CMS Energy in Q1 2014 and held it in 1 quarter.
Gary Goldberg Planning Services's CMS Energy position peaked at $0 in Q1 2014.
408 funds tracked by Wall St. Rank held CMS Energy as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.