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Parametrica Management’s CMS Energy CMS Stock Holding History

Parametrica Management’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
Q1 		– Sell
-4,893
Closed -$231K – 259
2017
Q4 		$231K Buy
+4,893
New +$237K 0.15% 292
2017
Q2 		– Sell
-4,474
Closed -$200K – 276
2017
Q1 		$200K Buy
+4,474
New +$194K 0.21% 260

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Aberdeen Group
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Parametrica Management's CMS Position: Q1 2018 in Review

Parametrica Management sold out of CMS Energy (CMS) in Q1 2018, closing a stake of 4,893 shares — an estimated $231K sold.

Parametrica Management first reported a position in CMS in Q1 2017 and held it in 2 quarters. The position peaked at $231K in Q4 2017. 497 funds tracked by Wall St. Rank hold CMS as of Q1 2018.

  • Parametrica Management reported no remaining CMS Energy position as of Q1 2018 after selling out during the quarter.
  • Parametrica Management sold 4,893 CMS Energy shares in Q1 2018, an estimated $231K.
  • Parametrica Management first reported a position in CMS Energy in Q1 2017 and held it in 2 quarters.
  • Parametrica Management's CMS Energy position peaked at $231K in Q4 2017.
  • 497 funds tracked by Wall St. Rank held CMS Energy as of Q1 2018.

Based on Parametrica Management's 13F filing for Q1 2018, filed 24 Apr 2018.