PTC
UTX.PRA

Private Trust Company’s UNITED TECHNOLOGIES CORP CORP UNIT (DE) UTX.PRA Stock Holding History

Private Trust Company’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
Q4 		– Sell
-60
Closed -$4K – 1633
2014
Q3 		$4K Hold
60
– – ﹤0.01% 1427
2014
Q2 		$4K Sell
60
-5
-8% -$330 ﹤0.01% 1427
2014
Q1 		$4K Buy
65
+8
+14% +$522 ﹤0.01% 1301
2013
Q4 		$4K Hold
57
– – ﹤0.01% 1288
2013
Q3 		$4K Buy
+57
New +$3.62K ﹤0.01% 1243

Other funds holding UTX.PRA

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Private Trust Company's UTX.PRA Position: Q4 2014 in Review

Private Trust Company sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q4 2014, closing a stake of 60 shares — an estimated $4K sold.

Private Trust Company first reported a position in UTX.PRA in Q3 2013 and held it in 5 quarters. The position peaked at $4K in Q3 2014. 86 funds tracked by Wall St. Rank hold UTX.PRA as of Q4 2014.

  • Private Trust Company reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 60 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q4 2014, an estimated $4K.
  • Private Trust Company first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q3 2013 and held it in 5 quarters.
  • Private Trust Company's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $4K in Q3 2014.
  • 86 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.