Question 1

How many shares of UTX does Capital Wealth Planning, LLC own?

Accepted Answer

Capital Wealth Planning, LLC previously held 0 shares of UTX (UNITED TECHNOLOGIES CORP) before exiting the position in 2020-Q2.

Question 2

What is Capital Wealth Planning, LLC's UTX position worth?

Accepted Answer

Capital Wealth Planning, LLC's UTX position was last reported at $0 in 2020-Q2 before the exit.

Question 3

Is Capital Wealth Planning, LLC buying or selling UTX?

Accepted Answer

In 2020-Q2, Capital Wealth Planning, LLC exited their UTX position entirely (-100.0% change in shares).

Question 4

When did Capital Wealth Planning, LLC first buy UTX?

Accepted Answer

Based on available 13F filings, Capital Wealth Planning, LLC first reported a position in UTX in 2019-Q2. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2020-Q2 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2020-Q1	Increased	711,356	+141.1%	$67.1M	4.2%	—	88
2019-Q4	New	295,080	-	$44.2M	2.6%	—	75
2019-Q3	Exited	0	-100.0%	$0	0.0%	—	0
2019-Q2	New	7,238	-	$942,000	0.1%	—	35

UTX5 quarters

UTX
5 quarters