WIL
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Winifred I. Li’s CMS Energy CMS Stock Holding History

Winifred I. Li’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
Q4 		$0 Buy
+10
New +$327 ﹤0.01% 534
2014
Q2 		– Sell
-34
Closed -$1K – 381
2014
Q1 		$1K Hold
34
– – ﹤0.01% 387
2013
Q4 		$1K Hold
34
– – ﹤0.01% 378
2013
Q3 		$1K Sell
34
-34
-50% -$924 ﹤0.01% 364
2013
Q2 		$2K Buy
+68
New +$1.91K ﹤0.01% 364

Other funds holding CMS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Winifred I. Li's CMS Position: Q4 2014 in Review

Winifred I. Li opened a new position in CMS Energy (CMS) in Q4 2014: 10 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Winifred I. Li previously reported a position in CMS as recently as Q1 2014.

Winifred I. Li first reported a position in CMS in Q2 2013 and has held it in 5 quarters since. The position peaked at $2K in Q2 2013. 418 funds tracked by Wall St. Rank hold CMS as of Q4 2014.

  • Winifred I. Li held 10 shares of CMS Energy worth $0 as of Q4 2014.
  • CMS Energy was a new Winifred I. Li position in Q4 2014.
  • CMS Energy made up ﹤0.01% of Winifred I. Li's portfolio in Q4 2014, its #534 holding.
  • Winifred I. Li first reported a position in CMS Energy in Q2 2013 and has held it in 5 quarters since.
  • Winifred I. Li's CMS Energy position peaked at $2K in Q2 2013.
  • 418 funds tracked by Wall St. Rank held CMS Energy as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.