Capstone Asset Management’s UNS ENERGY CORP COM UNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-18,066
Closed -$1.09M 1679
2014
Q2
$1.09M Buy
18,066
+2,792
+18% +$168K 0.03% 578
2014
Q1
$917K Sell
15,274
-730
-5% -$43.8K 0.03% 651
2013
Q4
$958K Sell
16,004
-3,064
-16% -$154K 0.03% 668
2013
Q3
$889K Buy
19,068
+780
+4% +$37.3K 0.02% 841
2013
Q2
$818K Buy
+18,288
New +$880K 0.02% 831

Capstone Asset Management's UNS Position: Q3 2014 in Review

Capstone Asset Management sold out of UNS ENERGY CORP COM (UNS) in Q3 2014, closing a stake of 18,066 shares — an estimated $1.09M sold.

Capstone Asset Management first reported a position in UNS in Q2 2013 and held it in 5 quarters. The position peaked at $1.09M in Q2 2014. 0 funds tracked by Wall St. Rank hold UNS as of Q3 2014.

  • Capstone Asset Management reported no remaining UNS ENERGY CORP COM position as of Q3 2014 after selling out during the quarter.
  • Capstone Asset Management sold 18,066 UNS ENERGY CORP COM shares in Q3 2014, an estimated $1.09M.
  • Capstone Asset Management first reported a position in UNS ENERGY CORP COM in Q2 2013 and held it in 5 quarters.
  • Capstone Asset Management's UNS ENERGY CORP COM position peaked at $1.09M in Q2 2014.
  • 0 funds tracked by Wall St. Rank held UNS ENERGY CORP COM as of Q3 2014.

Based on Capstone Asset Management's 13F filing for Q3 2014, filed 14 Oct 2014.