JIR
UNS

James Investment Research’s UNS ENERGY CORP COM UNS Stock Holding History

James Investment Research’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
-31,250
Closed -$1.89M – 555
2014
Q2 		$1.89M Sell
31,250
-8,050
-20% -$485K 0.06% 176
2014
Q1 		$2.36M Buy
39,300
+1,800
+5% +$108K 0.08% 167
2013
Q4 		$2.25M Buy
37,500
+14,570
+64% +$733K 0.07% 181
2013
Q3 		$1.07M Buy
+22,930
New +$1.1M 0.04% 217

James Investment Research's UNS Position: Q3 2014 in Review

James Investment Research sold out of UNS ENERGY CORP COM (UNS) in Q3 2014, closing a stake of 31,250 shares — an estimated $1.89M sold.

James Investment Research first reported a position in UNS in Q3 2013 and held it in 4 quarters. The position peaked at $2.36M in Q1 2014. 0 funds tracked by Wall St. Rank hold UNS as of Q3 2014.

  • James Investment Research reported no remaining UNS ENERGY CORP COM position as of Q3 2014 after selling out during the quarter.
  • James Investment Research sold 31,250 UNS ENERGY CORP COM shares in Q3 2014, an estimated $1.89M.
  • James Investment Research first reported a position in UNS ENERGY CORP COM in Q3 2013 and held it in 4 quarters.
  • James Investment Research's UNS ENERGY CORP COM position peaked at $2.36M in Q1 2014.
  • 0 funds tracked by Wall St. Rank held UNS ENERGY CORP COM as of Q3 2014.

Based on James Investment Research's 13F filing for Q3 2014, filed 9 Oct 2014.