Seizert Capital Partners’s CMS Energy CMS Stock Holding History

Seizert Capital Partners’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	-9,400	Closed	-$391K	–	218
2016 Q4	$391K	Hold	9,400	–	–	0.01%	189
2016 Q3	$395K	Hold	9,400	–	–	0.01%	175
2016 Q2	$431K	Hold	9,400	–	–	0.02%	163
2016 Q1	$399K	Hold	9,400	–	–	0.01%	181
2015 Q4	$339K	Hold	9,400	–	–	0.01%	188
2015 Q3	$332K	Hold	9,400	–	–	0.01%	173
2015 Q2	$299K	Hold	9,400	–	–	0.01%	188
2015 Q1	$328K	Sell	9,400 -1,200	-11%	-$42.6K	0.01%	178
2014 Q4	$368K	Sell	10,600 -1,000	-9%	-$32.7K	0.01%	177
2014 Q3	$344K	Sell	11,600 -1,900	-14%	-$56.7K	0.01%	169
2014 Q2	$421K	Hold	13,500	–	–	0.01%	164
2014 Q1	$395K	Hold	13,500	–	–	0.01%	164
2013 Q4	$361K	Hold	13,500	–	–	0.01%	166
2013 Q3	$355K	Sell	13,500 -1,100	-8%	-$29.9K	0.01%	163
2013 Q2	$397K	Buy	+14,600	New	+$410K	0.01%	158

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

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

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

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

Fidelity Investments

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

Capital International Investors

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

Franklin Resources

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