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Park Avenue Institutional Advisers’s CMS Energy CMS Stock Holding History

Park Avenue Institutional Advisers’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
2016
Q3 		– Sell
-1,746
Closed -$80K – 91
2016
Q2 		$80K Hold
1,746
– – 0.07% 312
2016
Q1 		$74K Sell
1,746
-49
-3% -$1.92K 0.06% 335
2015
Q4 		$65K Sell
1,795
-41
-2% -$1.46K 0.06% 364
2015
Q3 		$65K Sell
1,836
-22
-1% -$742 0.06% 367
2015
Q2 		$59K Buy
+1,858
New +$62.4K 0.05% 407

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Park Avenue Institutional Advisers's CMS Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of CMS Energy (CMS) in Q3 2016, closing a stake of 1,746 shares — an estimated $80K sold.

Park Avenue Institutional Advisers first reported a position in CMS in Q2 2015 and held it in 5 quarters. The position peaked at $80K in Q2 2016. 466 funds tracked by Wall St. Rank hold CMS as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining CMS Energy position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 1,746 CMS Energy shares in Q3 2016, an estimated $80K.
  • Park Avenue Institutional Advisers first reported a position in CMS Energy in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's CMS Energy position peaked at $80K in Q2 2016.
  • 466 funds tracked by Wall St. Rank held CMS Energy as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.