Sentinel Trust’s CMS Energy CMS Stock Holding History

Sentinel Trust’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
2013 Q3	–	Sell	-8,632	Closed	-$235K	–	187
2013 Q2	$235K	Buy	+8,632	New	+$242K	0.07%	166

Other funds holding CMS

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Sentinel Trust's CMS Position: Q3 2013 in Review

Sentinel Trust sold out of CMS Energy (CMS) in Q3 2013, closing a stake of 8,632 shares — an estimated $235K sold.

Sentinel Trust first reported a position in CMS in Q2 2013 and held it in 1 quarter. The position peaked at $235K in Q2 2013. 395 funds tracked by Wall St. Rank hold CMS as of Q3 2013.

Sentinel Trust reported no remaining CMS Energy position as of Q3 2013 after selling out during the quarter.
Sentinel Trust sold 8,632 CMS Energy shares in Q3 2013, an estimated $235K.
Sentinel Trust first reported a position in CMS Energy in Q2 2013 and held it in 1 quarter.
Sentinel Trust's CMS Energy position peaked at $235K in Q2 2013.
395 funds tracked by Wall St. Rank held CMS Energy as of Q3 2013.

Based on Sentinel Trust's 13F filing for Q3 2013, filed 10 Oct 2013.