Ground Swell Capital’s CMS Energy CMS Stock Holding History

Ground Swell Capital’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 Q3	$14K	Sell	465 -141	-23%	-$4.21K	0.03%	723
2014 Q2	$19K	Buy	+606	New	+$18K	0.04%	419

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BFA

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

Norges Bank Oslo, Norway $935B AUM

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

Ground Swell Capital's CMS Position: Q3 2014 in Review

Ground Swell Capital reduced its CMS Energy (CMS) stake by 23% in Q3 2014, selling an estimated $4.21K and leaving 465 shares worth $14K. The position accounts for 0.03% of the portfolio, ranked #723.

Ground Swell Capital first reported a position in CMS in Q2 2014 and has held it in 2 quarters since. The position peaked at $19K in Q2 2014. 397 funds tracked by Wall St. Rank hold CMS as of Q3 2014.

Ground Swell Capital held 465 shares of CMS Energy worth $14K as of Q3 2014.
Ground Swell Capital sold 141 CMS Energy shares in Q3 2014, an estimated $4.21K.
CMS Energy made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #723 holding.
Ground Swell Capital first reported a position in CMS Energy in Q2 2014 and has held it in 2 quarters since.
Ground Swell Capital's CMS Energy position peaked at $19K in Q2 2014.
397 funds tracked by Wall St. Rank held CMS Energy as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.