MSU
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Maple Securities USA’s CMS Energy CMS Stock Holding History

Maple Securities USA’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
2013
Q4 		– Sell
-47,621
Closed -$1.25M – 399
2013
Q3 		$1.25M Buy
47,621
+8,870
+23% +$241K 0.1% 161
2013
Q2 		$1.05M Buy
+38,751
New +$1.09M 0.1% 175

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Maple Securities USA's CMS Position: Q4 2013 in Review

Maple Securities USA sold out of CMS Energy (CMS) in Q4 2013, closing a stake of 47,621 shares — an estimated $1.25M sold.

Maple Securities USA first reported a position in CMS in Q2 2013 and held it in 2 quarters. The position peaked at $1.25M in Q3 2013. 392 funds tracked by Wall St. Rank hold CMS as of Q4 2013.

  • Maple Securities USA reported no remaining CMS Energy position as of Q4 2013 after selling out during the quarter.
  • Maple Securities USA sold 47,621 CMS Energy shares in Q4 2013, an estimated $1.25M.
  • Maple Securities USA first reported a position in CMS Energy in Q2 2013 and held it in 2 quarters.
  • Maple Securities USA's CMS Energy position peaked at $1.25M in Q3 2013.
  • 392 funds tracked by Wall St. Rank held CMS Energy as of Q4 2013.

Based on Maple Securities USA's 13F filing for Q4 2013, filed 5 Feb 2014.