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UTX

5 quarters

Position history for Capital Wealth Planning, LLCCapital Wealth Planning, LLC's holdings in UNITED TECHNOLOGIES CORP

As of its Q1 2020 13F, Capital Wealth Planning held 711,356 shares of UTX (United Technologies), worth $67.1M. Capital Wealth Planning's 13F filings listed UTX from Q4 2019 to Q1 2020, 2 quarterly filings. UTX was 4.2% of Capital Wealth Planning's reported 13F portfolio.

Final Value

$0

Final Shares

0

Total Value Change

-$942,000

Total Shares Change

-7,238

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2020-Q2
Latest
Exited
0
-100.0%
$00.0%—
0
2020-Q1
Increased
711,356
+141.1%
$67.1M4.2%—
88
2019-Q4
New
295,080
-
$44.2M2.6%—
75
2019-Q3
Exited
0
-100.0%
$00.0%—
0
2019-Q2
New
7,238
-
$942,0000.1%—
35

Other major holders of UTX: State Street Corp., Wellington Management Group LLP

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