Reik & Co’s CMS Energy CMS Stock Holding History

Reik & Co’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	–	Sell	-18,630	Closed	-$775K	–	45
2016 Q4	$775K	Hold	18,630	–	–	0.27%	25
2016 Q3	$783K	Hold	18,630	–	–	0.27%	27
2016 Q2	$854K	Hold	18,630	–	–	0.29%	24
2016 Q1	$791K	Hold	18,630	–	–	0.29%	24
2015 Q4	$672K	Hold	18,630	–	–	0.24%	27
2015 Q3	$658K	Hold	18,630	–	–	0.23%	27
2015 Q2	$593K	Hold	18,630	–	–	0.19%	30
2015 Q1	$650K	Hold	18,630	–	–	0.21%	28
2014 Q4	$647K	Hold	18,630	–	–	0.21%	30
2014 Q3	$553K	Hold	18,630	–	–	0.19%	31
2014 Q2	$580K	Hold	18,630	–	–	0.2%	35
2014 Q1	$545K	Hold	18,630	–	–	0.19%	33
2013 Q4	$499K	Hold	18,630	–	–	0.18%	32
2013 Q3	$490K	Hold	18,630	–	–	0.2%	30
2013 Q2	$510K	Buy	+18,630	New	+$523K	0.21%	28

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Reik & Co's CMS Position: Q1 2017 in Review

Reik & Co sold out of CMS Energy (CMS) in Q1 2017, closing a stake of 18,630 shares — an estimated $775K sold.

Reik & Co first reported a position in CMS in Q2 2013 and held it in 15 quarters. The position peaked at $854K in Q2 2016. 497 funds tracked by Wall St. Rank hold CMS as of Q1 2017.

Reik & Co reported no remaining CMS Energy position as of Q1 2017 after selling out during the quarter.
Reik & Co sold 18,630 CMS Energy shares in Q1 2017, an estimated $775K.
Reik & Co first reported a position in CMS Energy in Q2 2013 and held it in 15 quarters.
Reik & Co's CMS Energy position peaked at $854K in Q2 2016.
497 funds tracked by Wall St. Rank held CMS Energy as of Q1 2017.

Based on Reik & Co's 13F filing for Q1 2017, filed 24 Apr 2017.