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Palisades Investment Partners’s CMS Energy CMS Stock Holding History

Palisades Investment 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
2014
Q2 		$913K Sell
29,300
-20,200
-41% -$601K 1.63% 20
2014
Q1 		$1.45M Buy
+49,500
New +$1.37M 1.57% 23

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Palisades Investment Partners's CMS Position: Q2 2014 in Review

Palisades Investment Partners reduced its CMS Energy (CMS) stake by 41% in Q2 2014, selling an estimated $601K and leaving 29,300 shares worth $913K. The position accounts for 1.63% of the portfolio, ranked #20.

Palisades Investment Partners first reported a position in CMS in Q1 2014 and has held it in 2 quarters since. The position peaked at $1.45M in Q1 2014. 408 funds tracked by Wall St. Rank hold CMS as of Q2 2014.

  • Palisades Investment Partners held 29,300 shares of CMS Energy worth $913K as of Q2 2014.
  • Palisades Investment Partners sold 20,200 CMS Energy shares in Q2 2014, an estimated $601K.
  • CMS Energy made up 1.63% of Palisades Investment Partners's portfolio in Q2 2014, its #20 holding.
  • Palisades Investment Partners first reported a position in CMS Energy in Q1 2014 and has held it in 2 quarters since.
  • Palisades Investment Partners's CMS Energy position peaked at $1.45M in Q1 2014.
  • 408 funds tracked by Wall St. Rank held CMS Energy as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.