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Wilmington Funds Management’s CMS Energy CMS Stock Holding History

Wilmington Funds 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
2014
Q2 		– Sell
-7,770
Closed -$228K – 759
2014
Q1 		$228K Hold
7,770
– – 0.02% 626
2013
Q4 		$208K Hold
7,770
– – 0.02% 699
2013
Q3 		$205K Hold
7,770
– – 0.02% 685
2013
Q2 		$211K Buy
+7,770
New +$218K 0.02% 639

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 $315B AUM 27.84% 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

Wilmington Funds Management's CMS Position: Q2 2014 in Review

Wilmington Funds Management sold out of CMS Energy (CMS) in Q2 2014, closing a stake of 7,770 shares — an estimated $228K sold.

Wilmington Funds Management first reported a position in CMS in Q2 2013 and held it in 4 quarters. The position peaked at $228K in Q1 2014. 408 funds tracked by Wall St. Rank hold CMS as of Q2 2014.

  • Wilmington Funds Management reported no remaining CMS Energy position as of Q2 2014 after selling out during the quarter.
  • Wilmington Funds Management sold 7,770 CMS Energy shares in Q2 2014, an estimated $228K.
  • Wilmington Funds Management first reported a position in CMS Energy in Q2 2013 and held it in 4 quarters.
  • Wilmington Funds Management's CMS Energy position peaked at $228K in Q1 2014.
  • 408 funds tracked by Wall St. Rank held CMS Energy as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.