BPBT
UTX.PRA

Boston Private Bank & Trust’s UNITED TECHNOLOGIES CORP CORP UNIT (DE) UTX.PRA Stock Holding History

Boston Private Bank & Trust’s Portfolio UTX.PRA Stock Details UTX.PRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-780
Closed -$52K – 1060
2014
Q1 		$52K Hold
780
– – ﹤0.01% 589
2013
Q4 		$51K Buy
+780
New +$50.1K ﹤0.01% 588

Other funds holding UTX.PRA

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Private Bank & Trust's UTX.PRA Position: Q2 2014 in Review

Boston Private Bank & Trust sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q2 2014, closing a stake of 780 shares — an estimated $52K sold.

Boston Private Bank & Trust first reported a position in UTX.PRA in Q4 2013 and held it in 2 quarters. The position peaked at $52K in Q1 2014. 85 funds tracked by Wall St. Rank hold UTX.PRA as of Q2 2014.

  • Boston Private Bank & Trust reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q2 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 780 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q2 2014, an estimated $52K.
  • Boston Private Bank & Trust first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q4 2013 and held it in 2 quarters.
  • Boston Private Bank & Trust's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $52K in Q1 2014.
  • 85 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q2 2014.

Based on Boston Private Bank & Trust's 13F filing for Q2 2014, filed 15 Jul 2014.