Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s CMS Energy CMS Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
Q1 		– Sell
-5,700
Closed -$237K – 592
2016
Q4 		$237K Hold
5,700
– – ﹤0.01% 459
2016
Q3 		$239K Sell
5,700
-700
-11% -$30.6K ﹤0.01% 457
2016
Q2 		$294K Sell
6,400
-200
-3% -$8.4K ﹤0.01% 517
2016
Q1 		$280K Sell
6,600
-900
-12% -$35.2K ﹤0.01% 511
2015
Q4 		$271K Buy
+7,500
New +$267K ﹤0.01% 495

Other funds holding CMS

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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 $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s CMS Position: Q1 2017 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of CMS Energy (CMS) in Q1 2017, closing a stake of 5,700 shares — an estimated $237K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in CMS in Q4 2015 and held it in 5 quarters. The position peaked at $294K in Q2 2016. 497 funds tracked by Wall St. Rank hold CMS as of Q1 2017.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining CMS Energy position as of Q1 2017 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 5,700 CMS Energy shares in Q1 2017, an estimated $237K.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in CMS Energy in Q4 2015 and held it in 5 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s CMS Energy position peaked at $294K in Q2 2016.
  • 497 funds tracked by Wall St. Rank held CMS Energy as of Q1 2017.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2017, filed 15 May 2017.