Ameriprise
UZA

Ameriprise’s United States Cellular Corp. 6.95% Senior Notes due 2060 UZA Stock Holding History

Ameriprise’s Portfolio UZA Stock Details UZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,000
Closed -$51K – 5370
2014
Q3 		$51K Sell
2,000
-361
-15% -$9.1K ﹤0.01% 4003
2014
Q2 		$60K Buy
2,361
+1,281
+119% +$32.5K ﹤0.01% 3815
2014
Q1 		$27K Sell
1,080
-120
-10% -$2.96K ﹤0.01% 4063
2013
Q4 		$27K Sell
1,200
-121
-9% -$2.91K ﹤0.01% 3937
2013
Q3 		$32K Buy
1,321
+121
+10% +$2.98K ﹤0.01% 4097
2013
Q2 		$30K Buy
+1,200
New +$31.6K ﹤0.01% 4045

Other funds holding UZA

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Ameriprise's UZA Position: Q4 2014 in Review

Ameriprise sold out of United States Cellular Corp. 6.95% Senior Notes due 2060 (UZA) in Q4 2014, closing a stake of 2,000 shares — an estimated $51K sold.

Ameriprise first reported a position in UZA in Q2 2013 and held it in 6 quarters. The position peaked at $60K in Q2 2014. 5 funds tracked by Wall St. Rank hold UZA as of Q4 2014.

  • Ameriprise reported no remaining United States Cellular Corp. 6.95% Senior Notes due 2060 position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 2,000 United States Cellular Corp. 6.95% Senior Notes due 2060 shares in Q4 2014, an estimated $51K.
  • Ameriprise first reported a position in United States Cellular Corp. 6.95% Senior Notes due 2060 in Q2 2013 and held it in 6 quarters.
  • Ameriprise's United States Cellular Corp. 6.95% Senior Notes due 2060 position peaked at $60K in Q2 2014.
  • 5 funds tracked by Wall St. Rank held United States Cellular Corp. 6.95% Senior Notes due 2060 as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.