SNC
CMS icon

Stifel Nicolaus & Co’s CMS Energy CMS Stock Holding History

Stifel Nicolaus & 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
2013
Q3 		$3.26M Buy
123,860
+3,005
+2% +$81.6K 0.05% 331
2013
Q2 		$3.28M Buy
+120,855
New +$3.39M 0.06% 301

Other funds holding CMS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Norges Bank
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

Stifel Nicolaus & Co's CMS Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its CMS Energy (CMS) stake by 2.5% in Q3 2013, buying an estimated $81.6K and bringing the position to 123,860 shares worth $3.26M. The position accounts for 0.05% of the portfolio, ranked #331.

Stifel Nicolaus & Co first reported a position in CMS in Q2 2013 and has held it in 2 quarters since. The position peaked at $3.28M in Q2 2013. 395 funds tracked by Wall St. Rank hold CMS as of Q3 2013.

  • Stifel Nicolaus & Co held 123,860 shares of CMS Energy worth $3.26M as of Q3 2013.
  • Stifel Nicolaus & Co bought 3,005 CMS Energy shares in Q3 2013, an estimated $81.6K.
  • CMS Energy made up 0.05% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #331 holding.
  • Stifel Nicolaus & Co first reported a position in CMS Energy in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's CMS Energy position peaked at $3.28M in Q2 2013.
  • 395 funds tracked by Wall St. Rank held CMS Energy as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.