HIM
UNS

Hillsdale Investment Management’s UNS ENERGY CORP COM UNS Stock Holding History

Hillsdale 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
-2,000
Closed -$120K – 617
2013
Q4 		$120K Hold
2,000
– – 0.04% 361
2013
Q3 		$93K Sell
2,000
-800
-29% -$38.3K 0.03% 358
2013
Q2 		$125K Buy
+2,800
New +$135K 0.04% 348

Other funds holding UNS

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.08B AUM 105.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hillsdale Investment Management's UNS Position: Q1 2014 in Review

Hillsdale Investment Management sold out of UNS ENERGY CORP COM (UNS) in Q1 2014, closing a stake of 2,000 shares — an estimated $120K sold.

Hillsdale Investment Management first reported a position in UNS in Q2 2013 and held it in 3 quarters. The position peaked at $125K in Q2 2013. 178 funds tracked by Wall St. Rank hold UNS as of Q1 2014.

  • Hillsdale Investment Management reported no remaining UNS ENERGY CORP COM position as of Q1 2014 after selling out during the quarter.
  • Hillsdale Investment Management sold 2,000 UNS ENERGY CORP COM shares in Q1 2014, an estimated $120K.
  • Hillsdale Investment Management first reported a position in UNS ENERGY CORP COM in Q2 2013 and held it in 3 quarters.
  • Hillsdale Investment Management's UNS ENERGY CORP COM position peaked at $125K in Q2 2013.
  • 178 funds tracked by Wall St. Rank held UNS ENERGY CORP COM as of Q1 2014.

Based on Hillsdale Investment Management's 13F filing for Q1 2014, filed 14 May 2014.