SCA
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Strategic Capital Alternatives’s CMS Energy CMS Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		– Sell
-2,000
Closed -$67K – 333
2015
Q2 		$67K Hold
2,000
– – 0.02% 273
2015
Q1 		$70K Buy
+2,000
New +$71K 0.02% 223
2014
Q4 		– Sell
-1,000
Closed -$30K – 137
2014
Q3 		$30K Buy
+1,000
New +$29.9K 0.01% 283

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Strategic Capital Alternatives's CMS Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of CMS Energy (CMS) in Q3 2015, closing a stake of 2,000 shares — an estimated $67K sold.

Strategic Capital Alternatives first reported a position in CMS in Q3 2014 and held it in 3 quarters. The position peaked at $70K in Q1 2015. 416 funds tracked by Wall St. Rank hold CMS as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining CMS Energy position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 2,000 CMS Energy shares in Q3 2015, an estimated $67K.
  • Strategic Capital Alternatives first reported a position in CMS Energy in Q3 2014 and held it in 3 quarters.
  • Strategic Capital Alternatives's CMS Energy position peaked at $70K in Q1 2015.
  • 416 funds tracked by Wall St. Rank held CMS Energy as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.