Epoch Investment Partners’s UNITED TECHNOLOGIES CORP CORP UNIT (DE) UTX.PRA Stock Holding History

Epoch Investment Partners’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	-63,384	Closed	-$3.9M	–	282
2015 Q1	$3.9M	Hold	63,384	–	–	0.01%	205
2014 Q4	$3.89M	Hold	63,384	–	–	0.01%	208
2014 Q3	$3.73M	Sell	63,384 -35,250	-36%	-$2.15M	0.01%	222
2014 Q2	$6.43M	Sell	98,634 -7,690	-7%	-$507K	0.03%	209
2014 Q1	$7.08M	Hold	106,324	–	–	0.03%	214
2013 Q4	$6.96M	Sell	106,324 -6,260	-6%	-$402K	0.03%	212
2013 Q3	$7.29M	Buy	112,584 +490	+0.4%	+$31.1K	0.03%	205
2013 Q2	$6.65M	Buy	+112,094	New	+$6.71M	0.03%	199

Other funds holding UTX.PRA

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Epoch Investment Partners's UTX.PRA Position: Q2 2015 in Review

Epoch Investment Partners sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q2 2015, closing a stake of 63,384 shares — an estimated $3.9M sold.

Epoch Investment Partners first reported a position in UTX.PRA in Q2 2013 and held it in 8 quarters. The position peaked at $7.29M in Q3 2013. 80 funds tracked by Wall St. Rank hold UTX.PRA as of Q2 2015.

Epoch Investment Partners reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q2 2015 after selling out during the quarter.
Epoch Investment Partners sold 63,384 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q2 2015, an estimated $3.9M.
Epoch Investment Partners first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q2 2013 and held it in 8 quarters.
Epoch Investment Partners's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $7.29M in Q3 2013.
80 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q2 2015.

Based on Epoch Investment Partners's 13F filing for Q2 2015, filed 13 Aug 2015.