KIA
UZA

KCM Investment Advisors’s United States Cellular Corp. 6.95% Senior Notes due 2060 UZA Stock Holding History

KCM Investment Advisors’s Portfolio UZA Stock Details UZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-15,125
Closed -$340K – 466
2018
Q4 		$340K Hold
15,125
– – 0.02% 392
2018
Q3 		$379K Hold
15,125
– – 0.02% 401
2018
Q2 		$380K Sell
15,125
-410
-3% -$10.3K 0.02% 397
2018
Q1 		$397K Sell
15,535
-500
-3% -$12.6K 0.02% 391
2017
Q4 		$405K Sell
16,035
-940
-6% -$23.9K 0.02% 383
2017
Q3 		$439K Sell
16,975
-200
-1% -$5.17K 0.03% 373
2017
Q2 		$439K Hold
17,175
– – 0.03% 375
2017
Q1 		$439K Sell
17,175
-1,160
-6% -$29.5K 0.03% 379
2016
Q4 		$458K Sell
18,335
-650
-3% -$16.5K 0.03% 371
2016
Q3 		$499K Hold
18,985
– – 0.03% 362
2016
Q2 		$489K Sell
18,985
-100
-0.5% -$2.55K 0.03% 349
2016
Q1 		$488K Sell
19,085
-300
-2% -$7.55K 0.04% 346
2015
Q4 		$489K Sell
19,385
-15
-0.1% -$380 0.04% 343
2015
Q3 		$491K Buy
19,400
+350
+2% +$8.84K 0.04% 344
2015
Q2 		$471K Buy
19,050
+615
+3% +$15.6K 0.04% 360
2015
Q1 		$468K Sell
18,435
-500
-3% -$12.5K 0.04% 355
2014
Q4 		$462K Buy
18,935
+3,400
+22% +$85.5K 0.04% 350
2014
Q3 		$393K Buy
15,535
+300
+2% +$7.57K 0.04% 366
2014
Q2 		$388K Buy
15,235
+2,300
+18% +$58.3K 0.04% 364
2014
Q1 		$328K Sell
12,935
-1,700
-12% -$42K 0.03% 362
2013
Q4 		$331K Sell
14,635
-1,050
-7% -$25.3K 0.04% 347
2013
Q3 		$379K Sell
15,685
-400
-2% -$9.84K 0.05% 323
2013
Q2 		$407K Buy
+16,085
New +$424K 0.05% 316

Other funds holding UZA

FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

KCM Investment Advisors's UZA Position: Q1 2019 in Review

KCM Investment Advisors sold out of United States Cellular Corp. 6.95% Senior Notes due 2060 (UZA) in Q1 2019, closing a stake of 15,125 shares — an estimated $340K sold.

KCM Investment Advisors first reported a position in UZA in Q2 2013 and held it in 23 quarters. The position peaked at $499K in Q3 2016. 2 funds tracked by Wall St. Rank hold UZA as of Q1 2019.

  • KCM Investment Advisors reported no remaining United States Cellular Corp. 6.95% Senior Notes due 2060 position as of Q1 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 15,125 United States Cellular Corp. 6.95% Senior Notes due 2060 shares in Q1 2019, an estimated $340K.
  • KCM Investment Advisors first reported a position in United States Cellular Corp. 6.95% Senior Notes due 2060 in Q2 2013 and held it in 23 quarters.
  • KCM Investment Advisors's United States Cellular Corp. 6.95% Senior Notes due 2060 position peaked at $499K in Q3 2016.
  • 2 funds tracked by Wall St. Rank held United States Cellular Corp. 6.95% Senior Notes due 2060 as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.