Old Mutual Customised Solutions’s CMS Energy CMS Stock Holding History

Old Mutual Customised Solutions’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	$907K	Hold	19,174	–	–	0.09%	261
2018 Q1	$868K	Hold	19,174	–	–	0.09%	272
2017 Q4	$907K	Buy	19,174 +5,400	+39%	+$262K	0.09%	257
2017 Q3	$638K	Hold	13,774	–	–	0.09%	274
2017 Q2	$637K	Buy	13,774 +2,300	+20%	+$106K	0.09%	261
2017 Q1	$513K	Buy	11,474 +3,174	+38%	+$137K	0.08%	303
2016 Q4	$345K	Buy	8,300 +2,200	+36%	+$89.9K	0.06%	364
2016 Q3	$256K	Sell	6,100 -4,000	-40%	-$175K	0.07%	312
2016 Q2	$463K	Hold	10,100	–	–	0.12%	216
2016 Q1	$429K	Hold	10,100	–	–	0.11%	226
2015 Q4	$364K	Buy	10,100 +1,400	+16%	+$49.9K	0.09%	260
2015 Q3	$307K	Hold	8,700	–	–	0.08%	294
2015 Q2	$277K	Hold	8,700	–	–	0.07%	370
2015 Q1	$304K	Buy	8,700 +2,500	+40%	+$88.8K	0.07%	331
2014 Q4	$215K	Hold	6,200	–	–	0.06%	382
2014 Q3	$184K	Sell	6,200 -1,500	-19%	-$44.8K	0.05%	395
2014 Q2	$240K	Hold	7,700	–	–	0.06%	378
2014 Q1	$225K	Hold	7,700	–	–	0.06%	375
2013 Q4	$206K	Hold	7,700	–	–	0.05%	381
2013 Q3	$203K	Hold	7,700	–	–	0.06%	363
2013 Q2	$209K	Buy	+7,700	New	+$216K	0.06%	322

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

Old Mutual Customised Solutions's CMS Position: Q2 2018 in Review

Old Mutual Customised Solutions held its CMS Energy (CMS) position steady in Q2 2018 at 19,174 shares worth $907K. The position accounts for 0.09% of the portfolio, ranked #261.

Old Mutual Customised Solutions first reported a position in CMS in Q2 2013 and has held it in 21 quarters since. 508 funds tracked by Wall St. Rank hold CMS as of Q2 2018.

Old Mutual Customised Solutions held 19,174 shares of CMS Energy worth $907K as of Q2 2018.
Old Mutual Customised Solutions left its CMS Energy share count unchanged in Q2 2018.
CMS Energy made up 0.09% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #261 holding.
Old Mutual Customised Solutions first reported a position in CMS Energy in Q2 2013 and has held it in 21 quarters since.
508 funds tracked by Wall St. Rank held CMS Energy as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.