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Guardian Investor Services’s CMS Energy CMS Stock Holding History

Guardian Investor 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
2015
Q1 		$66K Hold
1,898
– – 0.05% 387
2014
Q4 		$66K Sell
1,898
-52
-3% -$1.7K 0.05% 384
2014
Q3 		$58K Sell
1,950
-34
-2% -$1.01K 0.05% 409
2014
Q2 		$62K Sell
1,984
-68
-3% -$2.02K 0.05% 409
2014
Q1 		$60K Sell
2,052
-77
-4% -$2.13K 0.05% 415
2013
Q4 		$57K Hold
2,129
– – 0.04% 420
2013
Q3 		$56K Sell
2,129
-23
-1% -$625 0.05% 409
2013
Q2 		$58K Buy
+2,152
New +$60.4K 0.05% 393

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Guardian Investor Services's CMS Position: Q1 2015 in Review

Guardian Investor Services held its CMS Energy (CMS) position steady in Q1 2015 at 1,898 shares worth $66K. The position accounts for 0.05% of the portfolio, ranked #387.

Guardian Investor Services first reported a position in CMS in Q2 2013 and has held it in 8 quarters since. 422 funds tracked by Wall St. Rank hold CMS as of Q1 2015.

  • Guardian Investor Services held 1,898 shares of CMS Energy worth $66K as of Q1 2015.
  • Guardian Investor Services left its CMS Energy share count unchanged in Q1 2015.
  • CMS Energy made up 0.05% of Guardian Investor Services's portfolio in Q1 2015, its #387 holding.
  • Guardian Investor Services first reported a position in CMS Energy in Q2 2013 and has held it in 8 quarters since.
  • 422 funds tracked by Wall St. Rank held CMS Energy as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.