Middleton & Co’s UNITED TECHNOLOGIES CORP CORP UNIT (DE) UTX.PRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-8,850
Closed -$507K 155
2015
Q2
$507K Sell
8,850
-3,450
-28% -$209K 0.11% 120
2015
Q1
$757K Hold
12,300
0.17% 97
2014
Q4
$754K Hold
12,300
0.17% 101
2014
Q3
$724K Hold
12,300
0.17% 101
2014
Q2
$802K Hold
12,300
0.18% 97
2014
Q1
$819K Buy
12,300
+150
+1% +$9.79K 0.19% 92
2013
Q4
$795K Hold
12,150
0.21% 83
2013
Q3
$787K Buy
+12,150
New +$772K 0.21% 86

Middleton & Co's UTX.PRA Position: Q3 2015 in Review

Middleton & Co sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q3 2015, closing a stake of 8,850 shares — an estimated $507K sold.

Middleton & Co first reported a position in UTX.PRA in Q3 2013 and held it in 8 quarters. The position peaked at $819K in Q1 2014. 0 funds tracked by Wall St. Rank hold UTX.PRA as of Q3 2015.

  • Middleton & Co reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q3 2015 after selling out during the quarter.
  • Middleton & Co sold 8,850 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q3 2015, an estimated $507K.
  • Middleton & Co first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q3 2013 and held it in 8 quarters.
  • Middleton & Co's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $819K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q3 2015.

Based on Middleton & Co's 13F filing for Q3 2015, filed 16 Oct 2015.