Index Management Solutions’s CMS Energy CMS Stock Holding History

Index Management Solutions’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 Q3	$86K	Buy	2,449 +159	+7%	+$5.36K	0.09%	73
2015 Q2	$73K	Buy	2,290 +1,085	+90%	+$36.5K	0.07%	139
2015 Q1	$42K	Sell	1,205 -203	-14%	-$7.21K	0.03%	156
2014 Q4	$49K	Sell	1,408 -7,605	-84%	-$248K	0.01%	366
2014 Q3	$267K	Buy	9,013 +7,499	+495%	+$224K	0.03%	515
2014 Q2	$47K	Sell	1,514 -424	-22%	-$12.6K	0.01%	810
2014 Q1	$57K	Sell	1,938 -1,201	-38%	-$33.3K	0.01%	742
2013 Q4	$84K	Buy	3,139 +721	+30%	+$19.4K	0.02%	256
2013 Q3	$64K	Buy	+2,418	New	+$65.7K	0.02%	328

Other funds holding CMS

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Index Management Solutions's CMS Position: Q3 2015 in Review

Index Management Solutions increased its CMS Energy (CMS) stake by 6.9% in Q3 2015, buying an estimated $5.36K and bringing the position to 2,449 shares worth $86K. The position accounts for 0.09% of the portfolio, ranked #73.

Index Management Solutions first reported a position in CMS in Q3 2013 and has held it in 9 quarters since. The position peaked at $267K in Q3 2014. 416 funds tracked by Wall St. Rank hold CMS as of Q3 2015.

Index Management Solutions held 2,449 shares of CMS Energy worth $86K as of Q3 2015.
Index Management Solutions bought 159 CMS Energy shares in Q3 2015, an estimated $5.36K.
CMS Energy made up 0.09% of Index Management Solutions's portfolio in Q3 2015, its #73 holding.
Index Management Solutions first reported a position in CMS Energy in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's CMS Energy position peaked at $267K in Q3 2014.
416 funds tracked by Wall St. Rank held CMS Energy as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.