IPC
CMS icon

Independent Portfolio Consultants’s CMS Energy CMS Stock Holding History

Independent Portfolio Consultants’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
Q2 		– Sell
-34
Closed -$1K – 894
2015
Q1 		$1K Buy
+34
New +$1.21K ﹤0.01% 917

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Independent Portfolio Consultants's CMS Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of CMS Energy (CMS) in Q2 2015, closing a stake of 34 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in CMS in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 410 funds tracked by Wall St. Rank hold CMS as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining CMS Energy position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 34 CMS Energy shares in Q2 2015, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in CMS Energy in Q1 2015 and held it in 1 quarter.
  • Independent Portfolio Consultants's CMS Energy position peaked at $1K in Q1 2015.
  • 410 funds tracked by Wall St. Rank held CMS Energy as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.