Turner Investments’s CMS Energy CMS Stock Holding History

Turner Investments’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 Q1	–	Sell	-67,800	Closed	-$1.81M	–	657
2013 Q4	$1.81M	Sell	67,800 -2,610	-4%	-$70.3K	0.03%	419
2013 Q3	$1.85M	Sell	70,410 -1,060	-1%	-$28.8K	0.03%	432
2013 Q2	$1.94M	Buy	+71,470	New	+$2.01M	0.03%	455

Other funds holding CMS

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BFA

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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Turner Investments's CMS Position: Q1 2014 in Review

Turner Investments sold out of CMS Energy (CMS) in Q1 2014, closing a stake of 67,800 shares — an estimated $1.81M sold.

Turner Investments first reported a position in CMS in Q2 2013 and held it in 3 quarters. The position peaked at $1.94M in Q2 2013. 409 funds tracked by Wall St. Rank hold CMS as of Q1 2014.

Turner Investments reported no remaining CMS Energy position as of Q1 2014 after selling out during the quarter.
Turner Investments sold 67,800 CMS Energy shares in Q1 2014, an estimated $1.81M.
Turner Investments first reported a position in CMS Energy in Q2 2013 and held it in 3 quarters.
Turner Investments's CMS Energy position peaked at $1.94M in Q2 2013.
409 funds tracked by Wall St. Rank held CMS Energy as of Q1 2014.

Based on Turner Investments's 13F filing for Q1 2014, filed 12 May 2014.