Valmark Advisers Has Raised United Technologies (UTX) Position by $778,400 as Market Valuation Declined; As Boeing Co (BA) Share Value Declined, Aldebaran Financial Boosted Stake by $482,300

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Aldebaran Financial Inc increased its stake in Boeing Co (BA) by 61.96% based on its latest 2018Q3 regulatory filing with the SEC. Aldebaran Financial Inc bought 1,300 shares as the company’s stock declined 4.54% with the market. The institutional investor held 3,398 shares of the aerospace company at the end of 2018Q3, valued at $1.26 million, up from 2,098 at the end of the previous reported quarter. Aldebaran Financial Inc who had been investing in Boeing Co for a number of months, seems to be bullish on the $231.61B market cap company. The stock decreased 0.19% or $0.79 during the last trading session, reaching $409.93. About 1.53M shares traded. The Boeing Company (NYSE:BA) has risen 15.74% since February 13, 2018 and is uptrending. It has outperformed by 15.74% the S&P500. Some Historical BA News: 15/03/2018 – India Today: Boeing joins Lockheed, Saab in race to supply fighter jets to Indian Air Force; 08/05/2018 – BOEING, LUFTHANSA GROUP COMPLETE ORDER FOR 4 777 AIRPLANES; 25/04/2018 – Triumph Composite Work for Boeing 787 Dreamliner Extended in Long-Term Contract; 25/04/2018 – BOEING SAYS NOT SEEING ANYTHING THAT’S A MATERIAL EFFECT RIGHT NOW FROM RAW MATERIAL COSTS; 20/04/2018 – FAA, European Air Regulators to Impose Emergency Inspection Requirements for Some Boeing 737 Engines; 08/05/2018 – BOEING NET ORDERS FOR 2018 AT 268 THROUGH APRIL 30; 31/05/2018 – BOEING CEO SEES NEW JET FAMILY ENTERING MARKET IN 2025; 08/03/2018 – BOEING CEO BELIEVES CHINA, U.S. ARE MOTIVATED TO HAVE PRODUCTIVE TRADE RELATIONSHIP; 18/05/2018 – Passenger plane with at least 104 on board crashes in Cuba -state media; 08/05/2018 – Silver Air’s Boeing Business Jet Ready for Charter

Valmark Advisers Inc increased its stake in United Technologies Corp (UTX) by 204.45% based on its latest 2018Q3 regulatory filing with the SEC. Valmark Advisers Inc bought 5,600 shares as the company’s stock declined 10.65% with the market. The institutional investor held 8,339 shares of the aerospace company at the end of 2018Q3, valued at $1.17M, up from 2,739 at the end of the previous reported quarter. Valmark Advisers Inc who had been investing in United Technologies Corp for a number of months, seems to be bullish on the $107.36 billion market cap company. The stock increased 0.48% or $0.6 during the last trading session, reaching $124.58. About 1.02 million shares traded. United Technologies Corporation (NYSE:UTX) has declined 2.44% since February 13, 2018 and is downtrending. It has underperformed by 2.44% the S&P500. Some Historical UTX News: 24/04/2018 – Airbus CEO says post-Brexit production shift open for discussion; 23/05/2018 – United Tech: Most Job Openings Will Result From Retirements, Normal Turnover; 04/05/2018 – United Tech Committed to Maintaining Constructive Dialogue With Shareowners Representing All Points of View; 24/04/2018 – UNITED TECHNOLOGIES 1Q EARNINGS CALL BEGINS; 23/03/2018 – United Technologies Wins $239.7 Million U.S. Navy Contract; 24/04/2018 – UNITED TECHNOLOGIES CORP UTX.N FY2018 SHR VIEW $7.07, REV VIEW $63.77 BLN — THOMSON REUTERS l/B/E/S; 26/04/2018 – Siemens names Barbara Humpton as new U.S. CEO; 13/03/2018 – RPT-FOCUS-New Boeing jet to accelerate services shake-up; 04/05/2018 – Rockwell Collins/UTC glides towards US conditional approval, sources say [19:13 BST04 May 2018] [Proprietary] []; 22/05/2018 – UTX CEO: `HUGE OPPORTUNITY’ IN REVENUE SYNERGIES OF COL DEAL

More notable recent United Technologies Corporation (NYSE:UTX) news were published by: Seekingalpha.com which released: “United Technologies Q4 2018 Earnings Preview – Seeking Alpha” on January 22, 2019, also Fool.com with their article: “Why United Technologies Rose More Than 10% in January – The Motley Fool” published on February 05, 2019, Seekingalpha.com published: “Stocks To Watch: Earnings Heat Check – Seeking Alpha” on January 19, 2019. More interesting news about United Technologies Corporation (NYSE:UTX) were released by: Globenewswire.com and their article: “Report: Developing Opportunities within United Technologies, Summit Hotel Properties, Immunomedics, PriceSmart, American Assets Trust, and Semtech — Future Expectations, Projections Moving into 2019 – GlobeNewswire” published on February 06, 2019 as well as Fool.com‘s news article titled: “Will a Three-Way Split Release Value for United Technologies Shareholders? – The Motley Fool” with publication date: January 27, 2019.

Valmark Advisers Inc, which manages about $4.84B and $4.56 billion US Long portfolio, decreased its stake in Ishares Tr (LQD) by 19,744 shares to 2.18 million shares, valued at $250.93M in 2018Q3, according to the filing. It also reduced its holding in Vanguard Bd Index Fd Inc (BSV) by 6,118 shares in the quarter, leaving it with 255,486 shares, and cut its stake in Ishares Tr (IVE).

Since January 30, 2019, it had 0 insider buys, and 2 insider sales for $1.25 million activity. 9,620 shares valued at $1.15M were sold by Dumais Michael R on Wednesday, January 30.

Among 25 analysts covering United Technologies Corporation (NYSE:UTX), 15 have Buy rating, 0 Sell and 10 Hold. Therefore 60% are positive. United Technologies Corporation had 95 analyst reports since July 21, 2015 according to SRatingsIntel. On Tuesday, May 3 the stock rating was downgraded by RBC Capital Markets to “Sector Perform”. The rating was initiated by HSBC on Monday, June 12 with “Hold”. On Monday, December 5 the stock rating was maintained by Deutsche Bank with “Hold”. The company was maintained on Friday, June 2 by RBC Capital Markets. Sterne Agee CRT downgraded the stock to “Neutral” rating in Wednesday, January 6 report. Credit Suisse upgraded the stock to “Outperform” rating in Monday, December 19 report. The firm has “Hold” rating given on Wednesday, October 25 by Stifel Nicolaus. The company was maintained on Friday, September 15 by RBC Capital Markets. The stock of United Technologies Corporation (NYSE:UTX) earned “Hold” rating by Stifel Nicolaus on Thursday, August 10. The stock of United Technologies Corporation (NYSE:UTX) earned “Overweight” rating by Barclays Capital on Monday, February 26.

Investors sentiment increased to 1.09 in Q3 2018. Its up 0.07, from 1.02 in 2018Q2. It improved, as 31 investors sold UTX shares while 518 reduced holdings. 125 funds opened positions while 474 raised stakes. 628.79 million shares or 0.08% less from 629.27 million shares in 2018Q2 were reported. Natl Asset Mgmt invested in 0.2% or 12,222 shares. Anchor Cap Ltd Company invested 0.03% of its portfolio in United Technologies Corporation (NYSE:UTX). Avalon Limited Liability has invested 0.38% in United Technologies Corporation (NYSE:UTX). Prio Wealth Partnership reported 314,799 shares or 2.01% of all its holdings. Lpl Ltd Liability reported 307,801 shares or 0.1% of all its holdings. 33,194 were accumulated by Virtu Financial Ltd Liability Company. 6,180 are owned by Hutchinson Mgmt Ca. Mufg Americas Hldgs Corp stated it has 0.36% in United Technologies Corporation (NYSE:UTX). Cincinnati Casualty holds 4.61% or 40,000 shares in its portfolio. Birinyi has 0.58% invested in United Technologies Corporation (NYSE:UTX). Whitebox Advsrs Ltd Liability Com has 0.95% invested in United Technologies Corporation (NYSE:UTX). Moreover, Welch Capital Ltd Liability Corporation New York has 0.22% invested in United Technologies Corporation (NYSE:UTX) for 4,908 shares. Commercial Bank Of Nova Scotia Tru accumulated 1,860 shares. Capital Intl Inc Ca reported 7,400 shares. Cahill Fincl Advsrs reported 0.17% in United Technologies Corporation (NYSE:UTX).

More notable recent The Boeing Company (NYSE:BA) news were published by: Seekingalpha.com which released: “Boeing Is A Long-Term Play – Seeking Alpha” on January 15, 2019, also Seekingalpha.com with their article: “Boeing Earnings: Stunning – Seeking Alpha” published on February 01, 2019, Fool.com published: “Why Boeing, Advanced Micro Devices, and Cleveland-Cliffs Jumped Today – Motley Fool” on January 30, 2019. More interesting news about The Boeing Company (NYSE:BA) were released by: Benzinga.com and their article: “Survey: For An Aggressive Boeing (NYSE:BA), A Healthy Aircraft Aftermarket Is Good News – Benzinga” published on January 15, 2019 as well as Seekingalpha.com‘s news article titled: “Boeing And Airbus Unexpected Profit Gains – Seeking Alpha” with publication date: January 17, 2019.

Since October 29, 2018, it had 0 buys, and 12 selling transactions for $52.33 million activity. Shares for $7.83 million were sold by Smith Gregory D. 5,000 shares were sold by Sands Diana L, worth $1.75 million. Shares for $602,733 were sold by RAMOS JENETTE E on Friday, November 9. KEATING TIMOTHY JOHN sold $10.50M worth of stock. Another trade for 2,137 shares valued at $873,712 was sold by COLBERT THEODORE III. 8,500 shares valued at $3.49M were sold by LUTTIG J MICHAEL on Tuesday, February 12.

Investors sentiment increased to 1 in Q3 2018. Its up 0.12, from 0.88 in 2018Q2. It improved, as 65 investors sold BA shares while 540 reduced holdings. 130 funds opened positions while 476 raised stakes. 347.06 million shares or 1.84% less from 353.55 million shares in 2018Q2 were reported. Amer Rech And Mgmt Company has invested 0.1% in The Boeing Company (NYSE:BA). Dearborn Prns Lc owns 4,553 shares. Tdam Usa holds 109,677 shares. Veritable Limited Partnership holds 21,444 shares or 0.16% of its portfolio. The Washington-based Evergreen Capital Mgmt Lc has invested 0.11% in The Boeing Company (NYSE:BA). 4,120 were accumulated by Arrow Financial Corp. Decatur invested in 2.08% or 24,325 shares. First Bancorporation Of Mount Dora Trust Inv Svcs reported 17,365 shares. National Bank Of America Corp De, a North Carolina-based fund reported 5.14M shares. 4,793 are held by Farr Miller And Washington Ltd Dc. Moreover, Hamilton Point Advsr Llc has 0.15% invested in The Boeing Company (NYSE:BA). Manchester Cap Mngmt Ltd Liability Corp holds 5,744 shares or 0.31% of its portfolio. Tirschwell & Loewy Inc holds 3,009 shares. West Oak Ltd Co has invested 0% in The Boeing Company (NYSE:BA). Moreover, D L Carlson Investment Group Inc Inc has 1.44% invested in The Boeing Company (NYSE:BA).

United Technologies Corporation (NYSE:UTX) Institutional Positions Chart