USCA RIA’s UNS ENERGY CORP COM UNS Stock Holding History

USCA RIA’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	-8,241	Closed	-$384K	–	290
2013 Q3	$384K	Sell	8,241 -4,309	-34%	-$206K	0.17%	151
2013 Q2	$561K	Buy	+12,550	New	+$604K	0.28%	101

Other funds holding UNS

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

USCA RIA's UNS Position: Q4 2013 in Review

USCA RIA sold out of UNS ENERGY CORP COM (UNS) in Q4 2013, closing a stake of 8,241 shares — an estimated $384K sold.

USCA RIA first reported a position in UNS in Q2 2013 and held it in 2 quarters. The position peaked at $561K in Q2 2013. 199 funds tracked by Wall St. Rank hold UNS as of Q4 2013.

USCA RIA reported no remaining UNS ENERGY CORP COM position as of Q4 2013 after selling out during the quarter.
USCA RIA sold 8,241 UNS ENERGY CORP COM shares in Q4 2013, an estimated $384K.
USCA RIA first reported a position in UNS ENERGY CORP COM in Q2 2013 and held it in 2 quarters.
USCA RIA's UNS ENERGY CORP COM position peaked at $561K in Q2 2013.
199 funds tracked by Wall St. Rank held UNS ENERGY CORP COM as of Q4 2013.

Based on USCA RIA's 13F filing for Q4 2013, filed 5 Feb 2014.