ECM
UZA

Evergreen Capital Management’s United States Cellular Corp. 6.95% Senior Notes due 2060 UZA Stock Holding History

Evergreen Capital Management’s Portfolio UZA Stock Details UZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-78,315
Closed -$1.89M – 117
2013
Q3 		$1.89M Buy
78,315
+1,075
+1% +$26.4K 0.3% 89
2013
Q2 		$1.95M Buy
+77,240
New +$2.04M 0.3% 89

Other funds holding UZA

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evergreen Capital Management's UZA Position: Q4 2013 in Review

Evergreen Capital Management sold out of United States Cellular Corp. 6.95% Senior Notes due 2060 (UZA) in Q4 2013, closing a stake of 78,315 shares — an estimated $1.89M sold.

Evergreen Capital Management first reported a position in UZA in Q2 2013 and held it in 2 quarters. The position peaked at $1.95M in Q2 2013. 7 funds tracked by Wall St. Rank hold UZA as of Q4 2013.

  • Evergreen Capital Management reported no remaining United States Cellular Corp. 6.95% Senior Notes due 2060 position as of Q4 2013 after selling out during the quarter.
  • Evergreen Capital Management sold 78,315 United States Cellular Corp. 6.95% Senior Notes due 2060 shares in Q4 2013, an estimated $1.89M.
  • Evergreen Capital Management first reported a position in United States Cellular Corp. 6.95% Senior Notes due 2060 in Q2 2013 and held it in 2 quarters.
  • Evergreen Capital Management's United States Cellular Corp. 6.95% Senior Notes due 2060 position peaked at $1.95M in Q2 2013.
  • 7 funds tracked by Wall St. Rank held United States Cellular Corp. 6.95% Senior Notes due 2060 as of Q4 2013.

Based on Evergreen Capital Management's 13F filing for Q4 2013, filed 4 Feb 2014.