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

United Capital Financial Advisors’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	-31,225	Closed	-$1.84M	–	1335
2015 Q1	$1.84M	Buy	31,225 +1,125	+4%	+$70K	0.02%	590
2014 Q4	$1.85M	Buy	30,100 +2,000	+7%	+$119K	0.03%	491
2014 Q3	$1.67M	Sell	28,100 -500	-2%	-$30.5K	0.03%	488
2014 Q2	$1.86M	Hold	28,600	–	–	0.03%	429
2014 Q1	$1.9M	Hold	28,600	–	–	0.04%	366
2013 Q4	$1.87M	Buy	+28,600	New	+$1.84M	0.06%	246
2013 Q3	–	Sell	-28,400	Closed	-$1.69M	–	782
2013 Q2	$1.69M	Buy	+28,400	New	+$1.7M	0.04%	326

Other funds holding UTX.PRA

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

United Capital Financial Advisors's UTX.PRA Position: Q2 2015 in Review

United Capital Financial Advisors sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q2 2015, closing a stake of 31,225 shares — an estimated $1.84M sold.

United Capital Financial Advisors first reported a position in UTX.PRA in Q2 2013 and held it in 7 quarters. The position peaked at $1.9M in Q1 2014. 80 funds tracked by Wall St. Rank hold UTX.PRA as of Q2 2015.

United Capital Financial Advisors reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q2 2015 after selling out during the quarter.
United Capital Financial Advisors sold 31,225 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q2 2015, an estimated $1.84M.
United Capital Financial Advisors first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q2 2013 and held it in 7 quarters.
United Capital Financial Advisors's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $1.9M in Q1 2014.
80 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.