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Praesidis Advisors’s CMS Energy CMS Stock Holding History

Praesidis Advisors’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 		$2.54M Buy
96,691
+50,873
+111% +$1.38M 11.94% 1
2013
Q2 		$1.25M Buy
+45,818
New +$1.29M 5.51% 7

Other funds holding CMS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Praesidis Advisors's CMS Position: Q3 2013 in Review

Praesidis Advisors increased its CMS Energy (CMS) stake by 111% in Q3 2013, buying an estimated $1.38M and bringing the position to 96,691 shares worth $2.54M. The position accounts for 11.94% of the portfolio, ranked #1.

Praesidis Advisors first reported a position in CMS in Q2 2013 and has held it in 2 quarters since. 395 funds tracked by Wall St. Rank hold CMS as of Q3 2013.

  • Praesidis Advisors held 96,691 shares of CMS Energy worth $2.54M as of Q3 2013.
  • Praesidis Advisors bought 50,873 CMS Energy shares in Q3 2013, an estimated $1.38M.
  • CMS Energy made up 11.94% of Praesidis Advisors's portfolio in Q3 2013, its #1 holding.
  • Praesidis Advisors first reported a position in CMS Energy in Q2 2013 and has held it in 2 quarters since.
  • 395 funds tracked by Wall St. Rank held CMS Energy as of Q3 2013.

Based on Praesidis Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.