VFA
CMS icon

Voya Financial Advisors’s CMS Energy CMS Stock Holding History

Voya Financial Advisors’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
2016
Q4 		– Sell
-13,503
Closed -$571K – 454
2016
Q3 		$571K Buy
13,503
+2,723
+25% +$119K 0.06% 225
2016
Q2 		$483K Buy
10,780
+3,102
+40% +$130K 0.06% 224
2016
Q1 		$324K Buy
7,678
+718
+10% +$28.1K 0.05% 263
2015
Q4 		$255K Buy
6,960
+213
+3% +$7.59K 0.04% 284
2015
Q3 		$233K Buy
+6,747
New +$228K 0.04% 270
2015
Q2 		– Sell
-6,406
Closed -$222K – 332
2015
Q1 		$222K Buy
+6,406
New +$227K 0.04% 287

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Voya Financial Advisors's CMS Position: Q4 2016 in Review

Voya Financial Advisors sold out of CMS Energy (CMS) in Q4 2016, closing a stake of 13,503 shares — an estimated $571K sold.

Voya Financial Advisors first reported a position in CMS in Q1 2015 and held it in 6 quarters. The position peaked at $571K in Q3 2016. 489 funds tracked by Wall St. Rank hold CMS as of Q4 2016.

  • Voya Financial Advisors reported no remaining CMS Energy position as of Q4 2016 after selling out during the quarter.
  • Voya Financial Advisors sold 13,503 CMS Energy shares in Q4 2016, an estimated $571K.
  • Voya Financial Advisors first reported a position in CMS Energy in Q1 2015 and held it in 6 quarters.
  • Voya Financial Advisors's CMS Energy position peaked at $571K in Q3 2016.
  • 489 funds tracked by Wall St. Rank held CMS Energy as of Q4 2016.

Based on Voya Financial Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.