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Placemark Investments’s CMS Energy CMS Stock Holding History

Placemark Investments’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
Q4 		$325K Buy
+9,345
New +$305K 0.01% 1370
2013
Q4 		– Sell
-8,969
Closed -$237K – 1615
2013
Q3 		$237K Sell
8,969
-1,338
-13% -$36.3K ﹤0.01% 1411
2013
Q2 		$281K Buy
+10,307
New +$289K 0.01% 1310

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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Placemark Investments's CMS Position: Q4 2014 in Review

Placemark Investments opened a new position in CMS Energy (CMS) in Q4 2014: 9,345 shares worth $325K. The stake represents 0.01% of the portfolio and ranks #1370 among its holdings. This is a return to the name: Placemark Investments previously reported a position in CMS as recently as Q3 2013.

Placemark Investments first reported a position in CMS in Q2 2013 and has held it in 3 quarters since. 418 funds tracked by Wall St. Rank hold CMS as of Q4 2014.

  • Placemark Investments held 9,345 shares of CMS Energy worth $325K as of Q4 2014.
  • CMS Energy was a new Placemark Investments position in Q4 2014.
  • CMS Energy made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1370 holding.
  • Placemark Investments first reported a position in CMS Energy in Q2 2013 and has held it in 3 quarters since.
  • 418 funds tracked by Wall St. Rank held CMS Energy as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.