Nuveen Fund Advisors
CMS icon

Nuveen Fund Advisors’s CMS Energy CMS Stock Holding History

Nuveen 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
-6,266
Closed -$290K – 313
2017
Q3 		$290K Sell
6,266
-6,827
-52% -$322K 0.06% 286
2017
Q2 		$606K Sell
13,093
-8,820
-40% -$408K 0.1% 238
2017
Q1 		$980K Buy
21,913
+780
+4% +$33.8K 0.13% 206
2016
Q4 		$880K Buy
21,133
+2,817
+15% +$115K 0.13% 199
2016
Q3 		$769K Buy
18,316
+7,009
+62% +$306K 0.11% 230
2016
Q2 		$519K Buy
+11,307
New +$475K 0.08% 264

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Fund Advisors's CMS Position: Q4 2017 in Review

Nuveen Fund Advisors sold out of CMS Energy (CMS) in Q4 2017, closing a stake of 6,266 shares — an estimated $290K sold.

Nuveen Fund Advisors first reported a position in CMS in Q2 2016 and held it in 6 quarters. The position peaked at $980K in Q1 2017. 518 funds tracked by Wall St. Rank hold CMS as of Q4 2017.

  • Nuveen Fund Advisors reported no remaining CMS Energy position as of Q4 2017 after selling out during the quarter.
  • Nuveen Fund Advisors sold 6,266 CMS Energy shares in Q4 2017, an estimated $290K.
  • Nuveen Fund Advisors first reported a position in CMS Energy in Q2 2016 and held it in 6 quarters.
  • Nuveen Fund Advisors's CMS Energy position peaked at $980K in Q1 2017.
  • 518 funds tracked by Wall St. Rank held CMS Energy as of Q4 2017.

Based on Nuveen Fund Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.