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 $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Seizert Capital Partners's CMS Position: Q1 2017 in Review

Seizert Capital Partners sold out of CMS Energy (CMS) in Q1 2017, closing a stake of 9,400 shares — an estimated $391K sold.

Seizert Capital Partners first reported a position in CMS in Q2 2013 and held it in 15 quarters. The position peaked at $431K in Q2 2016. 497 funds tracked by Wall St. Rank hold CMS as of Q1 2017.

Seizert Capital Partners reported no remaining CMS Energy position as of Q1 2017 after selling out during the quarter.
Seizert Capital Partners sold 9,400 CMS Energy shares in Q1 2017, an estimated $391K.
Seizert Capital Partners first reported a position in CMS Energy in Q2 2013 and held it in 15 quarters.
Seizert Capital Partners's CMS Energy position peaked at $431K in Q2 2016.
497 funds tracked by Wall St. Rank held CMS Energy as of Q1 2017.

Based on Seizert Capital Partners's 13F filing for Q1 2017, filed 10 May 2017.