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Wilmington Trust’s CMS Energy CMS Stock Holding History

Wilmington Trust’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 		$486K Buy
15,611
+3,202
+26% +$95.3K 0.01% 512
2014
Q1 		$363K Buy
12,409
+260
+2% +$7.2K 0.01% 555
2013
Q4 		$325K Sell
12,149
-786
-6% -$21.2K 0.01% 580
2013
Q3 		$341K Sell
12,935
-135
-1% -$3.67K 0.01% 539
2013
Q2 		$355K Buy
+13,070
New +$367K 0.01% 526

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

Wilmington Trust's CMS Position: Q2 2014 in Review

Wilmington Trust increased its CMS Energy (CMS) stake by 26% in Q2 2014, buying an estimated $95.3K and bringing the position to 15,611 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #512.

Wilmington Trust 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.

  • Wilmington Trust held 15,611 shares of CMS Energy worth $486K as of Q2 2014.
  • Wilmington Trust bought 3,202 CMS Energy shares in Q2 2014, an estimated $95.3K.
  • CMS Energy made up 0.01% of Wilmington Trust's portfolio in Q2 2014, its #512 holding.
  • Wilmington Trust 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 Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.