Nationwide Fund Advisors’s CMS Energy CMS Stock Holding History

Nationwide Fund Advisors’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
2017 Q4	–	Sell	-115,254	Closed	-$5.34M	–	429
2017 Q3	$5.34M	Sell	115,254 -788	-0.7%	-$37.2K	0.02%	987
2017 Q2	$5.37M	Sell	116,042 -3,600	-3%	-$166K	0.02%	972
2017 Q1	$5.35M	Sell	119,642 -63,413	-35%	-$2.75M	0.02%	957
2016 Q4	$7.62M	Sell	183,055 -18,459	-9%	-$755K	0.03%	784
2016 Q3	$8.47M	Buy	201,514 +10,116	+5%	+$442K	0.04%	700
2016 Q2	$8.78M	Sell	191,398 -11,684	-6%	-$491K	0.04%	636
2016 Q1	$8.62M	Sell	203,082 -73,966	-27%	-$2.9M	0.04%	649
2015 Q4	$10M	Sell	277,048 -52,997	-16%	-$1.89M	0.04%	566
2015 Q3	$11.7M	Sell	330,045 -470,591	-59%	-$15.9M	0.05%	465
2015 Q2	$25.5M	Buy	800,636 +2,587	+0.3%	+$86.9K	0.1%	214
2015 Q1	$27.9M	Buy	798,049 +454,665	+132%	+$16.1M	0.11%	205
2014 Q4	$11.9M	Sell	343,384 -64,963	-16%	-$2.12M	0.05%	475
2014 Q3	$12.1M	Buy	408,347 +34,293	+9%	+$1.02M	0.05%	475
2014 Q2	$11.7M	Sell	374,054 -36,476	-9%	-$1.09M	0.05%	498
2014 Q1	$12M	Sell	410,530 -36,163	-8%	-$1M	0.06%	423
2013 Q4	$12M	Buy	446,693 +44,324	+11%	+$1.19M	0.05%	466
2013 Q3	$10.6M	Buy	402,369 +9,080	+2%	+$247K	0.05%	507
2013 Q2	$10.7M	Buy	+393,289	New	+$11M	0.06%	429

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return