I.G. Investment Management’s CMS Energy CMS Stock Holding History

I.G. Investment Management’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 Q4	–	Sell	-14,500	Closed	-$609K	–	469
2016 Q3	$609K	Sell	14,500 -9,500	-40%	-$415K	﹤0.01%	733
2016 Q2	$1.1M	Sell	24,000 -24,000	-50%	-$1.01M	﹤0.01%	633
2016 Q1	$2.04M	Sell	48,000 -240,300	-83%	-$9.41M	0.01%	514
2015 Q4	$10.4M	Buy	288,300 +225,300	+358%	+$8.03M	0.04%	224
2015 Q3	$2.23M	Buy	+63,000	New	+$2.12M	0.01%	451
2014 Q4	–	Sell	-5,330	Closed	-$158K	–	863
2014 Q3	$158K	Sell	5,330 -1,616	-23%	-$48.2K	﹤0.01%	762
2014 Q2	$216K	Buy	6,946 +5,683	+450%	+$169K	﹤0.01%	777
2014 Q1	$37K	Buy	1,263 +930	+279%	+$25.8K	﹤0.01%	818
2013 Q4	$9K	Buy	+333	New	+$8.96K	﹤0.01%	833

Other funds holding CMS

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 New York $276B AUM 44.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

I.G. Investment Management's CMS Position: Q4 2016 in Review

I.G. Investment Management sold out of CMS Energy (CMS) in Q4 2016, closing a stake of 14,500 shares — an estimated $609K sold.

I.G. Investment Management first reported a position in CMS in Q4 2013 and held it in 9 quarters. The position peaked at $10.4M in Q4 2015. 489 funds tracked by Wall St. Rank hold CMS as of Q4 2016.

I.G. Investment Management reported no remaining CMS Energy position as of Q4 2016 after selling out during the quarter.
I.G. Investment Management sold 14,500 CMS Energy shares in Q4 2016, an estimated $609K.
I.G. Investment Management first reported a position in CMS Energy in Q4 2013 and held it in 9 quarters.
I.G. Investment Management's CMS Energy position peaked at $10.4M in Q4 2015.
489 funds tracked by Wall St. Rank held CMS Energy as of Q4 2016.

Based on I.G. Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.