FNBT
UTX.PRA

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

FineMark National 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
2015
Q2 		– Sell
-130
Closed -$8K – 1506
2015
Q1 		$8K Buy
+130
New +$8.09K ﹤0.01% 1055
2014
Q1 		– Sell
-300
Closed -$20K – 1511
2013
Q4 		$20K Hold
300
– – ﹤0.01% 847
2013
Q3 		$19K Buy
+300
New +$19.1K ﹤0.01% 819

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
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 39.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $178B AUM 37.23% 1-Year Est. Return

FineMark National Bank & Trust's UTX.PRA Position: Q2 2015 in Review

FineMark National Bank & Trust sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q2 2015, closing a stake of 130 shares — an estimated $8K sold.

FineMark National Bank & Trust first reported a position in UTX.PRA in Q3 2013 and held it in 3 quarters. The position peaked at $20K in Q4 2013. 80 funds tracked by Wall St. Rank hold UTX.PRA as of Q2 2015.

  • FineMark National Bank & Trust reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q2 2015 after selling out during the quarter.
  • FineMark National Bank & Trust sold 130 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q2 2015, an estimated $8K.
  • FineMark National Bank & Trust first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q3 2013 and held it in 3 quarters.
  • FineMark National Bank & Trust's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $20K in Q4 2013.
  • 80 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q2 2015.

Based on FineMark National Bank & Trust's 13F filing for Q2 2015, filed 11 Aug 2015.