SOAMC
UZA

Spirit of America Management Corp’s United States Cellular Corp. 6.95% Senior Notes due 2060 UZA Stock Holding History

Spirit of America Management Corp’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
2014
Q4 		– Sell
-19,992
Closed -$506K – 358
2014
Q3 		$506K Hold
19,992
– – 0.15% 181
2014
Q2 		$509K Hold
19,992
– – 0.2% 147
2014
Q1 		$508K Buy
+19,992
New +$494K 0.21% 150
2013
Q4 		– Sell
-24,942
Closed -$603K – 268
2013
Q3 		$603K Hold
24,942
– – 0.22% 139
2013
Q2 		$631K Buy
+24,942
New +$658K 0.23% 132

Other funds holding UZA

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Spirit of America Management Corp's UZA Position: Q4 2014 in Review

Spirit of America Management Corp sold out of United States Cellular Corp. 6.95% Senior Notes due 2060 (UZA) in Q4 2014, closing a stake of 19,992 shares — an estimated $506K sold.

Spirit of America Management Corp first reported a position in UZA in Q2 2013 and held it in 5 quarters. The position peaked at $631K in Q2 2013. 5 funds tracked by Wall St. Rank hold UZA as of Q4 2014.

  • Spirit of America Management Corp reported no remaining United States Cellular Corp. 6.95% Senior Notes due 2060 position as of Q4 2014 after selling out during the quarter.
  • Spirit of America Management Corp sold 19,992 United States Cellular Corp. 6.95% Senior Notes due 2060 shares in Q4 2014, an estimated $506K.
  • Spirit of America Management Corp first reported a position in United States Cellular Corp. 6.95% Senior Notes due 2060 in Q2 2013 and held it in 5 quarters.
  • Spirit of America Management Corp's United States Cellular Corp. 6.95% Senior Notes due 2060 position peaked at $631K in Q2 2013.
  • 5 funds tracked by Wall St. Rank held United States Cellular Corp. 6.95% Senior Notes due 2060 as of Q4 2014.

Based on Spirit of America Management Corp's 13F filing for Q4 2014, filed 20 Jan 2015.