KIA
UZC

KCM Investment Advisors’s United States Cellular Corporation 7.25% Senior Notes due 2064 UZC Stock Holding History

KCM Investment Advisors’s Portfolio UZC Stock Details UZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-68,702
Closed -$1.62M – 400
2018
Q4 		$1.62M Sell
68,702
-325
-0.5% -$8.16K 0.11% 167
2018
Q3 		$1.77M Sell
69,027
-1,400
-2% -$36.4K 0.1% 172
2018
Q2 		$1.8M Buy
70,427
+3,075
+5% +$79.3K 0.11% 165
2018
Q1 		$1.75M Buy
67,352
+950
+1% +$24.4K 0.11% 182
2017
Q4 		$1.72M Sell
66,402
-3,400
-5% -$89.6K 0.1% 192
2017
Q3 		$1.89M Sell
69,802
-1,100
-2% -$29.8K 0.12% 186
2017
Q2 		$1.93M Sell
70,902
-1,450
-2% -$39K 0.12% 185
2017
Q1 		$1.93M Sell
72,352
-100
-0.1% -$2.62K 0.12% 184
2016
Q4 		$1.85M Buy
72,452
+7,750
+12% +$200K 0.12% 186
2016
Q3 		$1.75M Buy
64,702
+8,477
+15% +$226K 0.12% 197
2016
Q2 		$1.45M Buy
56,225
+12,950
+30% +$330K 0.1% 210
2016
Q1 		$1.09M Buy
43,275
+25,350
+141% +$631K 0.08% 225
2015
Q4 		$450K Buy
+17,925
New +$446K 0.04% 357

Other funds holding UZC

WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

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

KCM Investment Advisors sold out of United States Cellular Corporation 7.25% Senior Notes due 2064 (UZC) in Q1 2019, closing a stake of 68,702 shares — an estimated $1.62M sold.

KCM Investment Advisors first reported a position in UZC in Q4 2015 and held it in 13 quarters. The position peaked at $1.93M in Q1 2017. 1 fund tracked by Wall St. Rank holds UZC as of Q1 2019.

  • KCM Investment Advisors reported no remaining United States Cellular Corporation 7.25% Senior Notes due 2064 position as of Q1 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 68,702 United States Cellular Corporation 7.25% Senior Notes due 2064 shares in Q1 2019, an estimated $1.62M.
  • KCM Investment Advisors first reported a position in United States Cellular Corporation 7.25% Senior Notes due 2064 in Q4 2015 and held it in 13 quarters.
  • KCM Investment Advisors's United States Cellular Corporation 7.25% Senior Notes due 2064 position peaked at $1.93M in Q1 2017.
  • 1 fund tracked by Wall St. Rank held United States Cellular Corporation 7.25% Senior Notes due 2064 as of Q1 2019.

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