WSCM
UTX.PRA

Wellington Shields Capital Management’s UNITED TECHNOLOGIES CORP CORP UNIT (DE) UTX.PRA Stock Holding History

Wellington Shields Capital 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
Q3 		– Sell
-9,417
Closed -$559K – 356
2013
Q2 		$559K Buy
+9,417
New +$564K 0.1% 181

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 $30.1B AUM 30.03% 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 $2.99B AUM 3.89% 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

Wellington Shields Capital Management's UTX.PRA Position: Q3 2013 in Review

Wellington Shields Capital Management sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q3 2013, closing a stake of 9,417 shares — an estimated $559K sold.

Wellington Shields Capital Management first reported a position in UTX.PRA in Q2 2013 and held it in 1 quarter. The position peaked at $559K in Q2 2013. 86 funds tracked by Wall St. Rank hold UTX.PRA as of Q3 2013.

  • Wellington Shields Capital Management reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q3 2013 after selling out during the quarter.
  • Wellington Shields Capital Management sold 9,417 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q3 2013, an estimated $559K.
  • Wellington Shields Capital Management first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q2 2013 and held it in 1 quarter.
  • Wellington Shields Capital Management's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $559K in Q2 2013.
  • 86 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q3 2013.

Based on Wellington Shields Capital Management's 13F filing for Q3 2013, filed 15 Nov 2013.