SCG
CMS icon

Strategic Capital Group’s CMS Energy CMS Stock Holding History

Strategic Capital Group’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
2014
Q2 		$31K Hold
1,000
– – 0.01% 221
2014
Q1 		$29K Hold
1,000
– – 0.01% 260
2013
Q4 		$27K Hold
1,000
– – 0.02% 201
2013
Q3 		$26K Hold
1,000
– – 0.01% 226
2013
Q2 		$27K Buy
+1,000
New +$28.1K 0.01% 205

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 $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Strategic Capital Group's CMS Position: Q2 2014 in Review

Strategic Capital Group held its CMS Energy (CMS) position steady in Q2 2014 at 1,000 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #221.

Strategic Capital Group first reported a position in CMS in Q2 2013 and has held it in 5 quarters since. 408 funds tracked by Wall St. Rank hold CMS as of Q2 2014.

  • Strategic Capital Group held 1,000 shares of CMS Energy worth $31K as of Q2 2014.
  • Strategic Capital Group left its CMS Energy share count unchanged in Q2 2014.
  • CMS Energy made up 0.01% of Strategic Capital Group's portfolio in Q2 2014, its #221 holding.
  • Strategic Capital Group first reported a position in CMS Energy in Q2 2013 and has held it in 5 quarters since.
  • 408 funds tracked by Wall St. Rank held CMS Energy as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.