U
UTX.PRA

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

UBS’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
Q3 		$204K Sell
3,460
-2,679
-44% -$163K ﹤0.01% 5167
2014
Q2 		$400K Sell
6,139
-496
-7% -$32.7K ﹤0.01% 4443
2014
Q1 		$442K Buy
6,635
+168
+3% +$11K ﹤0.01% 4371
2013
Q4 		$424K Buy
+6,467
New +$415K ﹤0.01% 4515
2013
Q3 		– Hold
0
– – – 1827
2013
Q2 		– Hold
0
– – – 1869

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
ACM
Advent Capital Management New York $3.63B AUM 0.29% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS's UTX.PRA Position: Q3 2014 in Review

UBS reduced its UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) stake by 44% in Q3 2014, selling an estimated $163K and leaving 3,460 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #5167.

UBS first reported a position in UTX.PRA in Q4 2013 and has held it in 4 quarters since. The position peaked at $442K in Q1 2014. 84 funds tracked by Wall St. Rank hold UTX.PRA as of Q3 2014.

  • UBS held 3,460 shares of UNITED TECHNOLOGIES CORP CORP UNIT (DE) worth $204K as of Q3 2014.
  • UBS sold 2,679 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q3 2014, an estimated $163K.
  • UNITED TECHNOLOGIES CORP CORP UNIT (DE) made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5167 holding.
  • UBS first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q4 2013 and has held it in 4 quarters since.
  • UBS's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $442K in Q1 2014.
  • 84 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.