JIM
UNS

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

Jupiter 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
2013
Q4 		– Sell
-106,148
Closed -$4.95M – 438
2013
Q3 		$4.95M Buy
106,148
+33,380
+46% +$1.6M 0.47% 76
2013
Q2 		$3.25M Buy
+72,768
New +$3.5M 0.39% 110

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 $1.9T AUM 41.92% 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 $1.56T AUM 27.86% 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 $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jupiter Investment Management's UNS Position: Q4 2013 in Review

Jupiter Investment Management sold out of UNS ENERGY CORP COM (UNS) in Q4 2013, closing a stake of 106,148 shares — an estimated $4.95M sold.

Jupiter Investment Management first reported a position in UNS in Q2 2013 and held it in 2 quarters. The position peaked at $4.95M in Q3 2013. 199 funds tracked by Wall St. Rank hold UNS as of Q4 2013.

  • Jupiter Investment Management reported no remaining UNS ENERGY CORP COM position as of Q4 2013 after selling out during the quarter.
  • Jupiter Investment Management sold 106,148 UNS ENERGY CORP COM shares in Q4 2013, an estimated $4.95M.
  • Jupiter Investment Management first reported a position in UNS ENERGY CORP COM in Q2 2013 and held it in 2 quarters.
  • Jupiter Investment Management's UNS ENERGY CORP COM position peaked at $4.95M in Q3 2013.
  • 199 funds tracked by Wall St. Rank held UNS ENERGY CORP COM as of Q4 2013.

Based on Jupiter Investment Management's 13F filing for Q4 2013, filed 10 Jan 2014.