SEC 13F Intelligence

UNITED TECHNOLOGIES CORP

CUSIP 913017CQ0

United Technologies Corp has 2 institutional holders in Filings Flow’s 13F database, together reporting 136.9K shares worth $13M as of Q1 2020. The largest reported holders are Capwealth Advisors, LLC, Appleton Partners Inc/Ma, and Sonora Investment Management, LLC.

Institutional Holders
2
Q1 2020
Reported Value
$13M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q4 ’18: 1Q4 ’18Q1 ’19: 1Q1 ’19Q2 ’19: 1Q2 ’19Q3 ’19: 1Q3 ’19Q4 ’19: 1Q4 ’19Q1 ’20: 2Q1 ’20filingsflow.com
Total reported value
Q4 ’18: $4,000Q4 ’18Q1 ’19: $4,000Q1 ’19Q2 ’19: $4,000Q2 ’19Q3 ’19: $4,000Q3 ’19Q4 ’19: $4,000Q4 ’19Q1 ’20: $13MQ1 ’20filingsflow.com

Holders

··Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
CapWealth Advisors, LLC$1.3B AUM1.64%$9M98.5KQ1 2020
APPLETON PARTNERS INC/MA$1.4B AUM0.50%$4M38.4KQ1 2020
Sonora Investment Management, LLC$798M AUM0.00%$4,0004.0KQ4 2019OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.