Ziegler Capital Management’s CMS Energy CMS Stock Holding History

Ziegler 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
2013 Q3	$5.3M	Buy	201,515 +7,765	+4%	+$211K	0.46%	60
2013 Q2	$5.26M	Buy	+193,750	New	+$5.44M	0.56%	43

Other funds holding CMS

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Ziegler Capital Management's CMS Position: Q3 2013 in Review

Ziegler Capital Management increased its CMS Energy (CMS) stake by 4% in Q3 2013, buying an estimated $211K and bringing the position to 201,515 shares worth $5.3M. The position accounts for 0.46% of the portfolio, ranked #60.

Ziegler Capital Management first reported a position in CMS in Q2 2013 and has held it in 2 quarters since. 395 funds tracked by Wall St. Rank hold CMS as of Q3 2013.

Ziegler Capital Management held 201,515 shares of CMS Energy worth $5.3M as of Q3 2013.
Ziegler Capital Management bought 7,765 CMS Energy shares in Q3 2013, an estimated $211K.
CMS Energy made up 0.46% of Ziegler Capital Management's portfolio in Q3 2013, its #60 holding.
Ziegler Capital Management first reported a position in CMS Energy in Q2 2013 and has held it in 2 quarters since.
395 funds tracked by Wall St. Rank held CMS Energy as of Q3 2013.

Based on Ziegler Capital Management's 13F filing for Q3 2013, filed 6 Nov 2013.