DPIM
UNS

Duff & Phelps Investment Management’s UNS ENERGY CORP COM UNS Stock Holding History

Duff & Phelps Investment Management’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
Q1 		– Sell
-1,200,000
Closed -$71.8M – 218
2013
Q4 		$71.8M Sell
1,200,000
-53,800
-4% -$2.71M 1.25% 30
2013
Q3 		$58.5M Buy
1,253,800
+950
+0.1% +$45.5K 1.01% 39
2013
Q2 		$56M Buy
+1,252,850
New +$60.3M 0.97% 42

Other funds holding UNS

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Duff & Phelps Investment Management's UNS Position: Q1 2014 in Review

Duff & Phelps Investment Management sold out of UNS ENERGY CORP COM (UNS) in Q1 2014, closing a stake of 1,200,000 shares — an estimated $71.8M sold.

Duff & Phelps Investment Management first reported a position in UNS in Q2 2013 and held it in 3 quarters. The position peaked at $71.8M in Q4 2013. 178 funds tracked by Wall St. Rank hold UNS as of Q1 2014.

  • Duff & Phelps Investment Management reported no remaining UNS ENERGY CORP COM position as of Q1 2014 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 1,200,000 UNS ENERGY CORP COM shares in Q1 2014, an estimated $71.8M.
  • Duff & Phelps Investment Management first reported a position in UNS ENERGY CORP COM in Q2 2013 and held it in 3 quarters.
  • Duff & Phelps Investment Management's UNS ENERGY CORP COM position peaked at $71.8M in Q4 2013.
  • 178 funds tracked by Wall St. Rank held UNS ENERGY CORP COM as of Q1 2014.

Based on Duff & Phelps Investment Management's 13F filing for Q1 2014, filed 10 Apr 2014.