William Blair Investment Management
CMS icon

William Blair Investment Management’s CMS Energy CMS Stock Holding History

William Blair Investment Management’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
Q3 		– Sell
-16,702
Closed -$766K – 445
2016
Q2 		$766K Sell
16,702
-2,652
-14% -$111K ﹤0.01% 411
2016
Q1 		$821K Sell
19,354
-2,887
-13% -$113K ﹤0.01% 403
2015
Q4 		$802K Sell
22,241
-21,546
-49% -$768K ﹤0.01% 406
2015
Q3 		$1.55M Buy
+43,787
New +$1.48M ﹤0.01% 915

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management's CMS Position: Q3 2016 in Review

William Blair Investment Management sold out of CMS Energy (CMS) in Q3 2016, closing a stake of 16,702 shares — an estimated $766K sold.

William Blair Investment Management first reported a position in CMS in Q3 2015 and held it in 4 quarters. The position peaked at $1.55M in Q3 2015. 466 funds tracked by Wall St. Rank hold CMS as of Q3 2016.

  • William Blair Investment Management reported no remaining CMS Energy position as of Q3 2016 after selling out during the quarter.
  • William Blair Investment Management sold 16,702 CMS Energy shares in Q3 2016, an estimated $766K.
  • William Blair Investment Management first reported a position in CMS Energy in Q3 2015 and held it in 4 quarters.
  • William Blair Investment Management's CMS Energy position peaked at $1.55M in Q3 2015.
  • 466 funds tracked by Wall St. Rank held CMS Energy as of Q3 2016.

Based on William Blair Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.