Palladium Partners’s CMS Energy CMS Stock Holding History

Palladium 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
2013 Q3	–	Sell	-400	Closed	-$11K	–	567
2013 Q2	$11K	Buy	+400	New	+$11.2K	﹤0.01%	490

Other funds holding CMS

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Palladium Partners's CMS Position: Q3 2013 in Review

Palladium Partners sold out of CMS Energy (CMS) in Q3 2013, closing a stake of 400 shares — an estimated $11K sold.

Palladium Partners first reported a position in CMS in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 395 funds tracked by Wall St. Rank hold CMS as of Q3 2013.

Palladium Partners reported no remaining CMS Energy position as of Q3 2013 after selling out during the quarter.
Palladium Partners sold 400 CMS Energy shares in Q3 2013, an estimated $11K.
Palladium Partners first reported a position in CMS Energy in Q2 2013 and held it in 1 quarter.
Palladium Partners's CMS Energy position peaked at $11K in Q2 2013.
395 funds tracked by Wall St. Rank held CMS Energy as of Q3 2013.

Based on Palladium Partners's 13F filing for Q3 2013, filed 24 Oct 2013.