Gamble Jones Investment Counsel’s UNITED TECHNOLOGIES CORP CORP UNIT (DE) UTX.PRA Stock Holding History

Gamble Jones Investment Counsel’s Portfolio UTX.PRA Stock Details UTX.PRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-3,550	Closed	-$209K	–	236
2014 Q3	$209K	Hold	3,550	–	–	0.02%	219
2014 Q2	$231K	Hold	3,550	–	–	0.03%	211
2014 Q1	$236K	Hold	3,550	–	–	0.03%	198
2013 Q4	$232K	Hold	3,550	–	–	0.03%	200
2013 Q3	$230K	Hold	3,550	–	–	0.03%	203
2013 Q2	$211K	Buy	+3,550	New	+$213K	0.03%	213

Other funds holding UTX.PRA

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACM

Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Gamble Jones Investment Counsel's UTX.PRA Position: Q4 2014 in Review

Gamble Jones Investment Counsel sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q4 2014, closing a stake of 3,550 shares — an estimated $209K sold.

Gamble Jones Investment Counsel first reported a position in UTX.PRA in Q2 2013 and held it in 6 quarters. The position peaked at $236K in Q1 2014. 86 funds tracked by Wall St. Rank hold UTX.PRA as of Q4 2014.

Gamble Jones Investment Counsel reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q4 2014 after selling out during the quarter.
Gamble Jones Investment Counsel sold 3,550 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q4 2014, an estimated $209K.
Gamble Jones Investment Counsel first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q2 2013 and held it in 6 quarters.
Gamble Jones Investment Counsel's UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $236K in Q1 2014.
86 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q4 2014.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2014, filed 9 Feb 2015.