Creative Planning’s UNS ENERGY CORP COM UNS Stock Holding History

Creative Planning’s Portfolio UNS Stock Details UNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-183	Closed	-$11K	–	4343
2014 Q2	$11K	Sell	183 -835	-82%	-$50.3K	﹤0.01%	2850
2014 Q1	$61K	Hold	1,018	–	–	﹤0.01%	1688
2013 Q4	$61K	Hold	1,018	–	–	﹤0.01%	1474
2013 Q3	$47K	Hold	1,018	–	–	﹤0.01%	1555
2013 Q2	$46K	Buy	+1,018	New	+$49K	﹤0.01%	1439

Creative Planning's UNS Position: Q3 2014 in Review

Creative Planning sold out of UNS ENERGY CORP COM (UNS) in Q3 2014, closing a stake of 183 shares — an estimated $11K sold.

Creative Planning first reported a position in UNS in Q2 2013 and held it in 5 quarters. The position peaked at $61K in Q1 2014. 0 funds tracked by Wall St. Rank hold UNS as of Q3 2014.

Creative Planning reported no remaining UNS ENERGY CORP COM position as of Q3 2014 after selling out during the quarter.
Creative Planning sold 183 UNS ENERGY CORP COM shares in Q3 2014, an estimated $11K.
Creative Planning first reported a position in UNS ENERGY CORP COM in Q2 2013 and held it in 5 quarters.
Creative Planning's UNS ENERGY CORP COM position peaked at $61K in Q1 2014.
0 funds tracked by Wall St. Rank held UNS ENERGY CORP COM as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.