SHWM
UTX.PRA

Smith & Howard Wealth Management’s UNITED TECHNOLOGIES CORP CORP UNIT (DE) UTX.PRA Stock Holding History

Smith & Howard Wealth Management’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
2013
Q4 		– Sell
-200
Closed -$13K – 270
2013
Q3 		$13K Hold
200
– – 0.01% 191
2013
Q2 		$12K Buy
+200
New +$12K 0.01% 172

Other funds holding UTX.PRA

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Smith & Howard Wealth Management's UTX.PRA Position: Q4 2013 in Review

Smith & Howard Wealth Management sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q4 2013, closing a stake of 200 shares — an estimated $13K sold.

Smith & Howard Wealth Management first reported a position in UTX.PRA in Q2 2013 and held it in 2 quarters. The position peaked at $13K in Q3 2013. 87 funds tracked by Wall St. Rank hold UTX.PRA as of Q4 2013.

  • Smith & Howard Wealth Management reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q4 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 200 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q4 2013, an estimated $13K.
  • Smith & Howard Wealth Management first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q2 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $13K in Q3 2013.
  • 87 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q4 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2013, filed 13 Feb 2014.