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Gerstein Fisher’s CMS Energy CMS Stock Holding History

Gerstein Fisher’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
2016
Q3 		$219K Sell
5,210
-176
-3% -$7.68K 0.03% 385
2016
Q2 		$247K Buy
5,386
+595
+12% +$25K 0.03% 341
2016
Q1 		$203K Buy
+4,791
New +$188K 0.03% 374

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gerstein Fisher's CMS Position: Q3 2016 in Review

Gerstein Fisher reduced its CMS Energy (CMS) stake by 3.3% in Q3 2016, selling an estimated $7.68K and leaving 5,210 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #385.

Gerstein Fisher first reported a position in CMS in Q1 2016 and has held it in 3 quarters since. The position peaked at $247K in Q2 2016. 466 funds tracked by Wall St. Rank hold CMS as of Q3 2016.

  • Gerstein Fisher held 5,210 shares of CMS Energy worth $219K as of Q3 2016.
  • Gerstein Fisher sold 176 CMS Energy shares in Q3 2016, an estimated $7.68K.
  • CMS Energy made up 0.03% of Gerstein Fisher's portfolio in Q3 2016, its #385 holding.
  • Gerstein Fisher first reported a position in CMS Energy in Q1 2016 and has held it in 3 quarters since.
  • Gerstein Fisher's CMS Energy position peaked at $247K in Q2 2016.
  • 466 funds tracked by Wall St. Rank held CMS Energy as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.