KAH
CMS icon

Kathryn A. Hall’s CMS Energy CMS Stock Holding History

Kathryn A. Hall’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
-6,000
Closed -$209K – 23
2015
Q1 		$209K Hold
6,000
– – 0.07% 69
2014
Q4 		$209K Buy
+6,000
New +$196K 0.06% 66

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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kathryn A. Hall's CMS Position: Q2 2015 in Review

Kathryn A. Hall sold out of CMS Energy (CMS) in Q2 2015, closing a stake of 6,000 shares — an estimated $209K sold.

Kathryn A. Hall first reported a position in CMS in Q4 2014 and held it in 2 quarters. The position peaked at $209K in Q1 2015. 410 funds tracked by Wall St. Rank hold CMS as of Q2 2015.

  • Kathryn A. Hall reported no remaining CMS Energy position as of Q2 2015 after selling out during the quarter.
  • Kathryn A. Hall sold 6,000 CMS Energy shares in Q2 2015, an estimated $209K.
  • Kathryn A. Hall first reported a position in CMS Energy in Q4 2014 and held it in 2 quarters.
  • Kathryn A. Hall's CMS Energy position peaked at $209K in Q1 2015.
  • 410 funds tracked by Wall St. Rank held CMS Energy as of Q2 2015.

Based on Kathryn A. Hall's 13F filing for Q2 2015, filed 13 Aug 2015.