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MYCIO Wealth Partners’s CMS Energy CMS Stock Holding History

MYCIO Wealth Partners’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
Q3 		– Sell
-127
Closed -$6K – 880
2016
Q2 		$6K Buy
127
+65
+105% +$2.73K ﹤0.01% 625
2016
Q1 		$3K Buy
+62
New +$2.43K ﹤0.01% 648

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

MYCIO Wealth Partners's CMS Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of CMS Energy (CMS) in Q3 2016, closing a stake of 127 shares — an estimated $6K sold.

MYCIO Wealth Partners first reported a position in CMS in Q1 2016 and held it in 2 quarters. The position peaked at $6K in Q2 2016. 466 funds tracked by Wall St. Rank hold CMS as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining CMS Energy position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 127 CMS Energy shares in Q3 2016, an estimated $6K.
  • MYCIO Wealth Partners first reported a position in CMS Energy in Q1 2016 and held it in 2 quarters.
  • MYCIO Wealth Partners's CMS Energy position peaked at $6K in Q2 2016.
  • 466 funds tracked by Wall St. Rank held CMS Energy as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.