United Technologies (UTX) Shareholder Neville Rodie & Shaw Boosted Its Holding by $342,548 as Stock Rose; Vontobel Asset Management Has Lowered Wells Fargo Co New (WFC) Stake as Share Value Declined

January 18, 2018 - By Adrian Mccoy

Neville Rodie & Shaw Inc increased its stake in United Technologies Corp (UTX) by 5.12% based on its latest 2017Q3 regulatory filing with the SEC. Neville Rodie & Shaw Inc bought 2,953 shares as the company’s stock rose 8.03% with the market. The institutional investor held 60,575 shares of the aerospace company at the end of 2017Q3, valued at $7.03M, up from 57,622 at the end of the previous reported quarter. Neville Rodie & Shaw Inc who had been investing in United Technologies Corp for a number of months, seems to be bullish on the $107.54 billion market cap company. The stock increased 0.18% or $0.24 during the last trading session, reaching $134.66. About 1.18M shares traded. United Technologies Corporation (NYSE:UTX) has risen 22.99% since January 18, 2017 and is uptrending. It has outperformed by 6.29% the S&P500.

Vontobel Asset Management Inc decreased its stake in Wells Fargo Co New (WFC) by 15.03% based on its latest 2017Q3 regulatory filing with the SEC. Vontobel Asset Management Inc sold 651,596 shares as the company’s stock declined 8.66% while stock markets rallied. The institutional investor held 3.68 million shares of the major banks company at the end of 2017Q3, valued at $208.17 million, down from 4.34 million at the end of the previous reported quarter. Vontobel Asset Management Inc who had been investing in Wells Fargo Co New for a number of months, seems to be less bullish one the $315.20B market cap company. The stock increased 0.20% or $0.13 during the last trading session, reaching $64.01. About 7.27M shares traded. Wells Fargo & Company (NYSE:WFC) has risen 9.67% since January 18, 2017 and is uptrending. It has underperformed by 7.03% the S&P500.

Investors sentiment increased to 1.05 in Q3 2017. Its up 0.10, from 0.95 in 2017Q2. It is positive, as 63 investors sold UTX shares while 503 reduced holdings. 111 funds opened positions while 484 raised stakes. 621.08 million shares or 1.52% more from 611.76 million shares in 2017Q2 were reported. Segall Bryant & Hamill Limited Co holds 26,115 shares or 0.07% of its portfolio. Cap holds 1.08M shares or 0.15% of its portfolio. Evercore Wealth Ltd Liability Corp stated it has 0.31% of its portfolio in United Technologies Corporation (NYSE:UTX). First Foundation Advisors owns 2,600 shares. Paragon Cap Mngmt Ltd Liability Co has 2,169 shares. Ckw Finance holds 0% in United Technologies Corporation (NYSE:UTX) or 100 shares. Cape Cod Five Cents Financial Bank holds 0.25% or 13,701 shares in its portfolio. Gamco Investors Inc Et Al reported 0.01% of its portfolio in United Technologies Corporation (NYSE:UTX). Thompson Siegel Walmsley Lc has invested 0% of its portfolio in United Technologies Corporation (NYSE:UTX). Page Arthur B reported 7,164 shares. Bollard Lc reported 19,545 shares. 3,500 were reported by Fukoku Mutual Life Com. Wellington Shields And Co Ltd Liability invested in 4,885 shares. Hallmark Mngmt Inc accumulated 5,326 shares. East Coast Asset Mngmt Llc holds 6,577 shares or 0.2% of its portfolio.

Neville Rodie & Shaw Inc, which manages about $1.50B and $897.12 million US Long portfolio, decreased its stake in General Electric Co (NYSE:GE) by 31,227 shares to 359,272 shares, valued at $8.69 million in 2017Q3, according to the filing. It also reduced its holding in Procter & Gamble Co (NYSE:PG) by 5,290 shares in the quarter, leaving it with 104,843 shares, and cut its stake in Nxp Semiconductors Nv (NASDAQ:NXPI).

Among 21 analysts covering United Technologies Corporation (NYSE:UTX), 10 have Buy rating, 0 Sell and 11 Hold. Therefore 48% are positive. United Technologies Corporation had 71 analyst reports since July 21, 2015 according to SRatingsIntel. RBC Capital Markets upgraded the shares of UTX in report on Wednesday, January 3 to “Buy” rating. The firm has “Buy” rating given on Thursday, September 10 by Citigroup. The firm earned “Hold” rating on Monday, June 12 by HSBC. The firm earned “Buy” rating on Tuesday, October 6 by Numis Securities. On Thursday, October 6 the stock rating was initiated by Robert W. Baird with “Neutral”. Citigroup maintained the stock with “Buy” rating in Wednesday, October 21 report. Bernstein downgraded United Technologies Corporation (NYSE:UTX) on Friday, January 8 to “Mkt Perform” rating. The firm has “Hold” rating given on Friday, September 15 by RBC Capital Markets. The stock of United Technologies Corporation (NYSE:UTX) earned “Neutral” rating by Citigroup on Monday, October 10. The firm has “Buy” rating by Jefferies given on Friday, July 7.

Since December 13, 2017, it had 0 insider purchases, and 3 sales for $734,561 activity. Amato Elizabeth B sold 4,341 shares worth $546,600.

Vontobel Asset Management Inc, which manages about $44.19 billion and $13.79B US Long portfolio, upped its stake in Credicorp Ltd (NYSE:BAP) by 17,985 shares to 1.07 million shares, valued at $222.31M in 2017Q3, according to the filing. It also increased its holding in Coca Cola Co (NYSE:KO) by 88,091 shares in the quarter, for a total of 3.66 million shares, and has risen its stake in Hdfc Bank Ltd (NYSE:HDB).

Investors sentiment decreased to 0.73 in 2017 Q3. Its down 0.15, from 0.88 in 2017Q2. It is negative, as 92 investors sold WFC shares while 725 reduced holdings. 103 funds opened positions while 495 raised stakes. 3.65 billion shares or 0.40% less from 3.66 billion shares in 2017Q2 were reported. 34,400 are held by Arrowstreet Capital L P. Ckw Fin Gp holds 0.05% in Wells Fargo & Company (NYSE:WFC) or 3,744 shares. Moreover, Hengehold Management Llc has 0.63% invested in Wells Fargo & Company (NYSE:WFC) for 42,857 shares. Shine Investment Advisory Svcs Inc accumulated 0.11% or 3,915 shares. Mcf Lc invested in 0.12% or 11,079 shares. 4,754 are owned by Winfield. Nelson Roberts Investment Advsrs Ltd Liability reported 3,313 shares or 0.06% of all its holdings. Sequent Asset Management Ltd Limited Liability Company reported 1.15% of its portfolio in Wells Fargo & Company (NYSE:WFC). Cornerstone invested 0.66% of its portfolio in Wells Fargo & Company (NYSE:WFC). Notis owns 15,300 shares for 0.53% of their portfolio. Clearbridge Invests Lc holds 10.41 million shares or 0.55% of its portfolio. Stoneridge Investment Prtn Ltd Liability reported 215,511 shares. Grubman Wealth Management holds 0.17% or 4,408 shares. Central Secs Corporation reported 2.08% stake. Robeco Institutional Asset Bv reported 374,547 shares or 0.13% of all its holdings.

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