Charles Schwab’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
-146,827
Closed -$8.87M 3102
2014
Q2
$8.87M Buy
146,827
+1,215
+0.8% +$73.2K 0.01% 932
2014
Q1
$8.74M Buy
145,612
+12,361
+9% +$742K 0.02% 899
2013
Q4
$7.98M Buy
133,251
+8,596
+7% +$433K 0.02% 887
2013
Q3
$5.87M Buy
124,655
+6,213
+5% +$297K 0.01% 1040
2013
Q2
$5.33M Buy
+118,442
New +$5.7M 0.01% 988

Charles Schwab's UNS Position: Q3 2014 in Review

Charles Schwab sold out of UNS ENERGY CORP COM (UNS) in Q3 2014, closing a stake of 146,827 shares — an estimated $8.87M sold.

Charles Schwab first reported a position in UNS in Q2 2013 and held it in 5 quarters. The position peaked at $8.87M in Q2 2014. 0 funds tracked by Wall St. Rank hold UNS as of Q3 2014.

  • Charles Schwab reported no remaining UNS ENERGY CORP COM position as of Q3 2014 after selling out during the quarter.
  • Charles Schwab sold 146,827 UNS ENERGY CORP COM shares in Q3 2014, an estimated $8.87M.
  • Charles Schwab first reported a position in UNS ENERGY CORP COM in Q2 2013 and held it in 5 quarters.
  • Charles Schwab's UNS ENERGY CORP COM position peaked at $8.87M in Q2 2014.
  • 0 funds tracked by Wall St. Rank held UNS ENERGY CORP COM as of Q3 2014.

Based on Charles Schwab's 13F filing for Q3 2014, filed 10 Nov 2014.