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Robert N. Shapiro’s CMS Energy CMS Stock Holding History

Robert N. Shapiro’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 		$30K Buy
892
+567
+174% +$18.5K 0.01% 538
2014
Q3 		$9K Buy
+325
New +$9.7K ﹤0.01% 704

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 $3.37T AUM 44.26% 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

Robert N. Shapiro's CMS Position: Q4 2014 in Review

Robert N. Shapiro increased its CMS Energy (CMS) stake by 174% in Q4 2014, buying an estimated $18.5K and bringing the position to 892 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #538.

Robert N. Shapiro first reported a position in CMS in Q3 2014 and has held it in 2 quarters since. 418 funds tracked by Wall St. Rank hold CMS as of Q4 2014.

  • Robert N. Shapiro held 892 shares of CMS Energy worth $30K as of Q4 2014.
  • Robert N. Shapiro bought 567 CMS Energy shares in Q4 2014, an estimated $18.5K.
  • CMS Energy made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #538 holding.
  • Robert N. Shapiro first reported a position in CMS Energy in Q3 2014 and has held it in 2 quarters since.
  • 418 funds tracked by Wall St. Rank held CMS Energy as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.