LPL Financial
UTX.PRA

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

LPL Financial’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
Q3 		– Sell
-3,076
Closed -$201K – 2837
2014
Q2 		$201K Hold
3,076
– – ﹤0.01% 2491
2014
Q1 		$205K Sell
3,076
-1,837
-37% -$120K ﹤0.01% 2429
2013
Q4 		$322K Buy
4,913
+812
+20% +$52.1K ﹤0.01% 2066
2013
Q3 		$261K Buy
4,101
+346
+9% +$22K ﹤0.01% 2119
2013
Q2 		$223K Buy
+3,755
New +$225K ﹤0.01% 2125

Other funds holding UTX.PRA

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LPL Financial's UTX.PRA Position: Q3 2014 in Review

LPL Financial sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q3 2014, closing a stake of 3,076 shares — an estimated $201K sold.

LPL Financial first reported a position in UTX.PRA in Q2 2013 and held it in 5 quarters. The position peaked at $322K in Q4 2013. 84 funds tracked by Wall St. Rank hold UTX.PRA as of Q3 2014.

  • LPL Financial reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q3 2014 after selling out during the quarter.
  • LPL Financial sold 3,076 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q3 2014, an estimated $201K.
  • LPL Financial first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q2 2013 and held it in 5 quarters.
  • LPL Financial's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $322K in Q4 2013.
  • 84 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q3 2014.

Based on LPL Financial's 13F filing for Q3 2014, filed 10 Nov 2014.