Foster & Motley’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
-10,807
Closed -$653K 171
2014
Q2
$653K Sell
10,807
-3,446
-24% -$208K 0.15% 110
2014
Q1
$856K Sell
14,253
-1,827
-11% -$110K 0.21% 93
2013
Q4
$962K Buy
16,080
+11,099
+223% +$559K 0.24% 90
2013
Q3
$232K Buy
+4,981
New +$238K 0.06% 138

Foster & Motley's UNS Position: Q3 2014 in Review

Foster & Motley sold out of UNS ENERGY CORP COM (UNS) in Q3 2014, closing a stake of 10,807 shares — an estimated $653K sold.

Foster & Motley first reported a position in UNS in Q3 2013 and held it in 4 quarters. The position peaked at $962K in Q4 2013. 0 funds tracked by Wall St. Rank hold UNS as of Q3 2014.

  • Foster & Motley reported no remaining UNS ENERGY CORP COM position as of Q3 2014 after selling out during the quarter.
  • Foster & Motley sold 10,807 UNS ENERGY CORP COM shares in Q3 2014, an estimated $653K.
  • Foster & Motley first reported a position in UNS ENERGY CORP COM in Q3 2013 and held it in 4 quarters.
  • Foster & Motley's UNS ENERGY CORP COM position peaked at $962K in Q4 2013.
  • 0 funds tracked by Wall St. Rank held UNS ENERGY CORP COM as of Q3 2014.

Based on Foster & Motley's 13F filing for Q3 2014, filed 16 Oct 2014.