Jefferies Group’s CMS Energy CMS Stock Holding History

Jefferies Group’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
2020 Q2	–	Sell	-1,600	Closed	-$94K	–	1418
2020 Q1	$94K	Buy	+1,600	New	+$102K	﹤0.01%	1798

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Jefferies Group's CMS Position: Q1 2021 in Review

Jefferies Group sold out of CMS Energy (CMS) in Q1 2021, closing a stake of 7,919 shares — an estimated $483K sold.

Jefferies Group first reported a position in CMS in Q3 2013 and held it in 21 quarters. The position peaked at $9.07M in Q3 2017. 565 funds tracked by Wall St. Rank hold CMS as of Q1 2021.

Jefferies Group reported no remaining CMS Energy position as of Q1 2021 after selling out during the quarter.
Jefferies Group sold 7,919 CMS Energy shares in Q1 2021, an estimated $483K.
Jefferies Group first reported a position in CMS Energy in Q3 2013 and held it in 21 quarters.
Jefferies Group's CMS Energy position peaked at $9.07M in Q3 2017.
565 funds tracked by Wall St. Rank held CMS Energy as of Q1 2021.

Based on Jefferies Group's 13F filing for Q1 2021, filed 14 May 2021.