KIA
UZB

KCM Investment Advisors’s United States Cellular Corporation 7.25% Senior Notes due 2063 UZB Stock Holding History

KCM Investment Advisors’s Portfolio UZB Stock Details UZB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-23,125
Closed -$545K – 467
2018
Q4 		$545K Buy
23,125
+425
+2% +$10.6K 0.04% 307
2018
Q3 		$582K Buy
22,700
+3,825
+20% +$98.4K 0.03% 324
2018
Q2 		$483K Sell
18,875
-75
-0.4% -$1.92K 0.03% 357
2018
Q1 		$488K Sell
18,950
-150
-0.8% -$3.82K 0.03% 363
2017
Q4 		$491K Sell
19,100
-1,400
-7% -$36.6K 0.03% 354
2017
Q3 		$543K Sell
20,500
-1,400
-6% -$37.2K 0.03% 341
2017
Q2 		$578K Sell
21,900
-1,200
-5% -$31.9K 0.04% 334
2017
Q1 		$614K Buy
23,100
+3,200
+16% +$83.6K 0.04% 331
2016
Q4 		$506K Hold
19,900
– – 0.03% 356
2016
Q3 		$531K Sell
19,900
-200
-1% -$5.42K 0.04% 351
2016
Q2 		$532K Buy
20,100
+200
+1% +$5.22K 0.04% 340
2016
Q1 		$509K Buy
19,900
+1,300
+7% +$32.9K 0.04% 341
2015
Q4 		$477K Buy
18,600
+600
+3% +$15.3K 0.04% 349
2015
Q3 		$455K Sell
18,000
-900
-5% -$23K 0.04% 357
2015
Q2 		$475K Buy
18,900
+800
+4% +$20.3K 0.04% 358
2015
Q1 		$458K Buy
+18,100
New +$455K 0.04% 360

Other funds holding UZB

SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

KCM Investment Advisors sold out of United States Cellular Corporation 7.25% Senior Notes due 2063 (UZB) in Q1 2019, closing a stake of 23,125 shares — an estimated $545K sold.

KCM Investment Advisors first reported a position in UZB in Q1 2015 and held it in 16 quarters. The position peaked at $614K in Q1 2017. 4 funds tracked by Wall St. Rank hold UZB as of Q1 2019.

  • KCM Investment Advisors reported no remaining United States Cellular Corporation 7.25% Senior Notes due 2063 position as of Q1 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 23,125 United States Cellular Corporation 7.25% Senior Notes due 2063 shares in Q1 2019, an estimated $545K.
  • KCM Investment Advisors first reported a position in United States Cellular Corporation 7.25% Senior Notes due 2063 in Q1 2015 and held it in 16 quarters.
  • KCM Investment Advisors's United States Cellular Corporation 7.25% Senior Notes due 2063 position peaked at $614K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held United States Cellular Corporation 7.25% Senior Notes due 2063 as of Q1 2019.

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