OFG
UTX.PRA

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

OTA Financial Group’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
-151,215
Closed -$9.3M – 102
2015
Q1 		$9.3M Buy
+151,215
New +$9.41M 4.99% 4
2014
Q1 		– Sell
-21,754
Closed -$1.42K – 142
2013
Q4 		$1.42K Buy
+21,754
New +$1.4M 0.89% 17

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
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 15.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $156B AUM 27.51% 1-Year Est. Return

OTA Financial Group's UTX.PRA Position: Q2 2015 in Review

OTA Financial Group sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q2 2015, closing a stake of 151,215 shares — an estimated $9.3M sold.

OTA Financial Group first reported a position in UTX.PRA in Q4 2013 and held it in 2 quarters. The position peaked at $9.3M in Q1 2015. 80 funds tracked by Wall St. Rank hold UTX.PRA as of Q2 2015.

  • OTA Financial Group reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q2 2015 after selling out during the quarter.
  • OTA Financial Group sold 151,215 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q2 2015, an estimated $9.3M.
  • OTA Financial Group first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q4 2013 and held it in 2 quarters.
  • OTA Financial Group's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $9.3M in Q1 2015.
  • 80 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q2 2015.

Based on OTA Financial Group's 13F filing for Q2 2015, filed 17 Jul 2015.