KT
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Kanaly Trust’s CMS Energy CMS Stock Holding History

Kanaly Trust’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 		$1K Buy
+35
New +$1.43K ﹤0.01% 859

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kanaly Trust's CMS Position: Q4 2016 in Review

Kanaly Trust opened a new position in CMS Energy (CMS) in Q4 2016: 35 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings.

490 funds tracked by Wall St. Rank hold CMS as of Q4 2016.

  • Kanaly Trust held 35 shares of CMS Energy worth $1K as of Q4 2016.
  • CMS Energy was a new Kanaly Trust position in Q4 2016.
  • CMS Energy made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #859 holding.
  • 490 funds tracked by Wall St. Rank held CMS Energy as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.