RFCA
CMS icon

R&F Capital Advisors’s CMS Energy CMS Stock Holding History

R&F Capital 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
2017
Q1 		$1.62M Buy
36,157
+28,154
+352% +$1.22M 0.42% 37
2016
Q4 		$333K Buy
+8,003
New +$327K 0.12% 277

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

R&F Capital Advisors's CMS Position: Q1 2017 in Review

R&F Capital Advisors increased its CMS Energy (CMS) stake by 352% in Q1 2017, buying an estimated $1.22M and bringing the position to 36,157 shares worth $1.62M. The position accounts for 0.42% of the portfolio, ranked #37.

R&F Capital Advisors first reported a position in CMS in Q4 2016 and has held it in 2 quarters since. 497 funds tracked by Wall St. Rank hold CMS as of Q1 2017.

  • R&F Capital Advisors held 36,157 shares of CMS Energy worth $1.62M as of Q1 2017.
  • R&F Capital Advisors bought 28,154 CMS Energy shares in Q1 2017, an estimated $1.22M.
  • CMS Energy made up 0.42% of R&F Capital Advisors's portfolio in Q1 2017, its #37 holding.
  • R&F Capital Advisors first reported a position in CMS Energy in Q4 2016 and has held it in 2 quarters since.
  • 497 funds tracked by Wall St. Rank held CMS Energy as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.