IronBridge Capital Management’s CMS Energy CMS Stock Holding History

IronBridge Capital 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
2017 Q1	$6.54M	Sell	146,089 -45,510	-24%	-$1.97M	0.4%	86
2016 Q4	$7.97M	Sell	191,599 -1,260	-0.7%	-$51.5K	0.36%	78
2016 Q3	$8.1M	Sell	192,859 -72,970	-27%	-$3.19M	0.37%	81
2016 Q2	$12.2M	Sell	265,829 -130,385	-33%	-$5.48M	0.53%	60
2016 Q1	$16.8M	Sell	396,214 -109,800	-22%	-$4.3M	0.68%	49
2015 Q4	$18.3M	Hold	506,014	–	–	0.72%	48
2015 Q3	$17.9M	Sell	506,014 -19,540	-4%	-$659K	0.7%	47
2015 Q2	$16.7M	Buy	525,554 +137,420	+35%	+$4.62M	0.5%	60
2015 Q1	$13.6M	Buy	+388,134	New	+$13.8M	0.39%	72

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 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

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

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 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

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

IronBridge Capital Management's CMS Position: Q1 2017 in Review

IronBridge Capital Management reduced its CMS Energy (CMS) stake by 24% in Q1 2017, selling an estimated $1.97M and leaving 146,089 shares worth $6.54M. The position accounts for 0.4% of the portfolio, ranked #86.

IronBridge Capital Management first reported a position in CMS in Q1 2015 and has held it in 9 quarters since. The position peaked at $18.3M in Q4 2015. 497 funds tracked by Wall St. Rank hold CMS as of Q1 2017.

IronBridge Capital Management held 146,089 shares of CMS Energy worth $6.54M as of Q1 2017.
IronBridge Capital Management sold 45,510 CMS Energy shares in Q1 2017, an estimated $1.97M.
CMS Energy made up 0.4% of IronBridge Capital Management's portfolio in Q1 2017, its #86 holding.
IronBridge Capital Management first reported a position in CMS Energy in Q1 2015 and has held it in 9 quarters since.
IronBridge Capital Management's CMS Energy position peaked at $18.3M in Q4 2015.
497 funds tracked by Wall St. Rank held CMS Energy as of Q1 2017.

Based on IronBridge Capital Management's 13F filing for Q1 2017, filed 10 May 2017.