JG
UNS

Joel Greenblatt’s UNS ENERGY CORP COM UNS Stock Holding History

Joel Greenblatt’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
2013
Q4 		– Sell
-16,135
Closed -$752K – 1079
2013
Q3 		$752K Buy
16,135
+6,195
+62% +$296K 0.02% 632
2013
Q2 		$445K Buy
+9,940
New +$479K 0.02% 684

Other funds holding UNS

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Joel Greenblatt's UNS Position: Q4 2013 in Review

Joel Greenblatt sold out of UNS ENERGY CORP COM (UNS) in Q4 2013, closing a stake of 16,135 shares — an estimated $752K sold.

Joel Greenblatt first reported a position in UNS in Q2 2013 and held it in 2 quarters. The position peaked at $752K in Q3 2013. 199 funds tracked by Wall St. Rank hold UNS as of Q4 2013.

  • Joel Greenblatt reported no remaining UNS ENERGY CORP COM position as of Q4 2013 after selling out during the quarter.
  • Joel Greenblatt sold 16,135 UNS ENERGY CORP COM shares in Q4 2013, an estimated $752K.
  • Joel Greenblatt first reported a position in UNS ENERGY CORP COM in Q2 2013 and held it in 2 quarters.
  • Joel Greenblatt's UNS ENERGY CORP COM position peaked at $752K in Q3 2013.
  • 199 funds tracked by Wall St. Rank held UNS ENERGY CORP COM as of Q4 2013.

Based on Gotham Asset Management's 13F filing for Q4 2013, filed 14 Feb 2014.