WA
UTX.PRA

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

WFG 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
Q1 		– Sell
-316
Closed -$19K – 2226
2014
Q4 		$19K Buy
316
+2
+0.6% +$119 ﹤0.01% 1253
2014
Q3 		$18K Buy
314
+2
+0.6% +$122 ﹤0.01% 1328
2014
Q2 		$20K Sell
312
-199
-39% -$13.1K ﹤0.01% 1289
2014
Q1 		$34K Sell
511
-98
-16% -$6.39K 0.01% 1059
2013
Q4 		$40K Buy
609
+202
+50% +$13K 0.01% 1089
2013
Q3 		$26K Buy
407
+1
+0.2% +$64 ﹤0.01% 1177
2013
Q2 		$24K Buy
+406
New +$24.3K ﹤0.01% 1152

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

WFG Advisors's UTX.PRA Position: Q1 2015 in Review

WFG Advisors sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q1 2015, closing a stake of 316 shares — an estimated $19K sold.

WFG Advisors first reported a position in UTX.PRA in Q2 2013 and held it in 7 quarters. The position peaked at $40K in Q4 2013. 90 funds tracked by Wall St. Rank hold UTX.PRA as of Q1 2015.

  • WFG Advisors reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 316 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q1 2015, an estimated $19K.
  • WFG Advisors first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $40K in Q4 2013.
  • 90 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.