TT
UTX.PRA

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

Tiedemann Trust’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
Q3 		– Sell
-5,000
Closed -$296K – 115
2013
Q2 		$296K Buy
+5,000
New +$299K 0.05% 90

Other funds holding UTX.PRA

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Tiedemann Trust's UTX.PRA Position: Q3 2013 in Review

Tiedemann Trust sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q3 2013, closing a stake of 5,000 shares — an estimated $296K sold.

Tiedemann Trust first reported a position in UTX.PRA in Q2 2013 and held it in 1 quarter. The position peaked at $296K in Q2 2013. 86 funds tracked by Wall St. Rank hold UTX.PRA as of Q3 2013.

  • Tiedemann Trust reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q3 2013 after selling out during the quarter.
  • Tiedemann Trust sold 5,000 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q3 2013, an estimated $296K.
  • Tiedemann Trust first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q2 2013 and held it in 1 quarter.
  • Tiedemann Trust's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $296K in Q2 2013.
  • 86 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q3 2013.

Based on Tiedemann Trust's 13F filing for Q3 2013, filed 12 Nov 2013.