Koch Industries’s CMS Energy CMS Stock Holding History

Koch Industries’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
2018 Q2	–	Sell	-15,362	Closed	-$696K	–	136
2018 Q1	$696K	Buy	15,362 +6,848	+80%	+$300K	0.07%	248
2017 Q4	$403K	Buy	+8,514	New	+$412K	0.06%	331

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Koch Industries's CMS Position: Q2 2018 in Review

Koch Industries sold out of CMS Energy (CMS) in Q2 2018, closing a stake of 15,362 shares — an estimated $696K sold.

Koch Industries first reported a position in CMS in Q4 2017 and held it in 2 quarters. The position peaked at $696K in Q1 2018. 508 funds tracked by Wall St. Rank hold CMS as of Q2 2018.

Koch Industries reported no remaining CMS Energy position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 15,362 CMS Energy shares in Q2 2018, an estimated $696K.
Koch Industries first reported a position in CMS Energy in Q4 2017 and held it in 2 quarters.
Koch Industries's CMS Energy position peaked at $696K in Q1 2018.
508 funds tracked by Wall St. Rank held CMS Energy as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.