WCM
CMS icon

Winton Capital Management’s CMS Energy CMS Stock Holding History

Winton Capital 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
Q1 		$13.4M Sell
456,658
-630,080
-58% -$17.5M 0.09% 309
2013
Q4 		$29.1M Sell
1,086,738
-365,337
-25% -$9.83M 0.26% 143
2013
Q3 		$38.2M Sell
1,452,075
-216,793
-13% -$5.89M 0.46% 54
2013
Q2 		$45.3M Buy
+1,668,868
New +$46.8M 0.55% 38

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Winton Capital Management's CMS Position: Q1 2014 in Review

Winton Capital Management reduced its CMS Energy (CMS) stake by 58% in Q1 2014, selling an estimated $17.5M and leaving 456,658 shares worth $13.4M. The position accounts for 0.09% of the portfolio, ranked #309.

Winton Capital Management first reported a position in CMS in Q2 2013 and has held it in 4 quarters since. The position peaked at $45.3M in Q2 2013. 409 funds tracked by Wall St. Rank hold CMS as of Q1 2014.

  • Winton Capital Management held 456,658 shares of CMS Energy worth $13.4M as of Q1 2014.
  • Winton Capital Management sold 630,080 CMS Energy shares in Q1 2014, an estimated $17.5M.
  • CMS Energy made up 0.09% of Winton Capital Management's portfolio in Q1 2014, its #309 holding.
  • Winton Capital Management first reported a position in CMS Energy in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's CMS Energy position peaked at $45.3M in Q2 2013.
  • 409 funds tracked by Wall St. Rank held CMS Energy as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.