CFA
UTX.PRA

Carroll Financial Associates’s UNITED TECHNOLOGIES CORP CORP UNIT (DE) UTX.PRA Stock Holding History

Carroll Financial Associates’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
2015
Q2 		– Sell
-100
Closed -$6K – 1172
2015
Q1 		$6K Buy
+100
New +$6.23K ﹤0.01% 621

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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ES
Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Carroll Financial Associates's UTX.PRA Position: Q2 2015 in Review

Carroll Financial Associates sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q2 2015, closing a stake of 100 shares — an estimated $6K sold.

Carroll Financial Associates first reported a position in UTX.PRA in Q1 2015 and held it in 1 quarter. The position peaked at $6K in Q1 2015. 80 funds tracked by Wall St. Rank hold UTX.PRA as of Q2 2015.

  • Carroll Financial Associates reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q2 2015 after selling out during the quarter.
  • Carroll Financial Associates sold 100 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q2 2015, an estimated $6K.
  • Carroll Financial Associates first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q1 2015 and held it in 1 quarter.
  • Carroll Financial Associates's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $6K in Q1 2015.
  • 80 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q2 2015.

Based on Carroll Financial Associates's 13F filing for Q2 2015, filed 3 Aug 2015.