Creative Planning
UTX.PRA

Creative Planning’s UNITED TECHNOLOGIES CORP CORP UNIT (DE) UTX.PRA Stock Holding History

Creative Planning’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
2013
Q4 		– Sell
-257
Closed -$17K – 3618
2013
Q3 		$17K Hold
257
– – ﹤0.01% 2196
2013
Q2 		$15K Buy
+257
New +$15.4K ﹤0.01% 2103

Other funds holding UTX.PRA

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Creative Planning's UTX.PRA Position: Q4 2013 in Review

Creative Planning sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q4 2013, closing a stake of 257 shares — an estimated $17K sold.

Creative Planning first reported a position in UTX.PRA in Q2 2013 and held it in 2 quarters. The position peaked at $17K in Q3 2013. 87 funds tracked by Wall St. Rank hold UTX.PRA as of Q4 2013.

  • Creative Planning reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 257 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q4 2013, an estimated $17K.
  • Creative Planning first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q2 2013 and held it in 2 quarters.
  • Creative Planning's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $17K in Q3 2013.
  • 87 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.