Stifel Financial
UTX.PRA

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

Stifel 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
2015
Q2 		– Sell
-7,171
Closed -$441K – 2486
2015
Q1 		$441K Sell
7,171
-380
-5% -$23.7K ﹤0.01% 1684
2014
Q4 		$463K Sell
7,551
-659
-8% -$39.1K ﹤0.01% 1644
2014
Q3 		$483K Sell
8,210
-192
-2% -$11.7K ﹤0.01% 1548
2014
Q2 		$548K Sell
8,402
-3,986
-32% -$263K ﹤0.01% 1435
2014
Q1 		$825K Buy
+12,388
New +$808K 0.01% 1170

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

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

Stifel Financial sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q2 2015, closing a stake of 7,171 shares — an estimated $441K sold.

Stifel Financial first reported a position in UTX.PRA in Q1 2014 and held it in 5 quarters. The position peaked at $825K in Q1 2014. 80 funds tracked by Wall St. Rank hold UTX.PRA as of Q2 2015.

  • Stifel Financial reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q2 2015 after selling out during the quarter.
  • Stifel Financial sold 7,171 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q2 2015, an estimated $441K.
  • Stifel Financial first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q1 2014 and held it in 5 quarters.
  • Stifel Financial's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $825K in Q1 2014.
  • 80 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q2 2015.

Based on Stifel Financial's 13F filing for Q2 2015, filed 17 Aug 2015.