Princeton Alpha Management’s CMS Energy CMS Stock Holding History

Princeton Alpha 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
2017 Q2	–	Sell	-30,584	Closed	-$1.37M	–	85
2017 Q1	$1.37M	Sell	30,584 -3,411	-10%	-$148K	0.46%	37
2016 Q4	$1.42M	Buy	33,995 +23,065	+211%	+$943K	0.29%	81
2016 Q3	$459K	Buy	10,930 +6,420	+142%	+$280K	0.09%	350
2016 Q2	$207K	Buy	+4,510	New	+$189K	0.04%	666
2014 Q4	–	Sell	-11,064	Closed	-$328K	–	695
2014 Q3	$328K	Buy	+11,064	New	+$330K	0.07%	391

Other funds holding CMS

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Princeton Alpha Management's CMS Position: Q2 2017 in Review

Princeton Alpha Management sold out of CMS Energy (CMS) in Q2 2017, closing a stake of 30,584 shares — an estimated $1.37M sold.

Princeton Alpha Management first reported a position in CMS in Q3 2014 and held it in 5 quarters. The position peaked at $1.42M in Q4 2016. 482 funds tracked by Wall St. Rank hold CMS as of Q2 2017.

Princeton Alpha Management reported no remaining CMS Energy position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 30,584 CMS Energy shares in Q2 2017, an estimated $1.37M.
Princeton Alpha Management first reported a position in CMS Energy in Q3 2014 and held it in 5 quarters.
Princeton Alpha Management's CMS Energy position peaked at $1.42M in Q4 2016.
482 funds tracked by Wall St. Rank held CMS Energy as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.