EWM
UNS

Evercore Wealth Management’s UNS ENERGY CORP COM UNS Stock Holding History

Evercore Wealth 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
Q3 		– Sell
-3,000
Closed -$181K – 1036
2014
Q2 		$181K Hold
3,000
– – 0.01% 404
2014
Q1 		$180K Hold
3,000
– – 0.01% 394
2013
Q4 		$180K Hold
3,000
– – 0.01% 379
2013
Q3 		$140K Hold
3,000
– – 0.01% 432
2013
Q2 		$135K Buy
+3,000
New +$144K 0.01% 447

Evercore Wealth Management's UNS Position: Q3 2014 in Review

Evercore Wealth Management sold out of UNS ENERGY CORP COM (UNS) in Q3 2014, closing a stake of 3,000 shares — an estimated $181K sold.

Evercore Wealth Management first reported a position in UNS in Q2 2013 and held it in 5 quarters. The position peaked at $181K in Q2 2014. 0 funds tracked by Wall St. Rank hold UNS as of Q3 2014.

  • Evercore Wealth Management reported no remaining UNS ENERGY CORP COM position as of Q3 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 3,000 UNS ENERGY CORP COM shares in Q3 2014, an estimated $181K.
  • Evercore Wealth Management first reported a position in UNS ENERGY CORP COM in Q2 2013 and held it in 5 quarters.
  • Evercore Wealth Management's UNS ENERGY CORP COM position peaked at $181K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held UNS ENERGY CORP COM as of Q3 2014.

Based on Evercore Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.