Thomas S Utschig

2011Annual

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What was filed

  • 29

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

IRA #'.

FundX Funds (UNBOX) Mutual Fund — Int/Div — Buy

FundX Aggressive Upgrader (HOTFX) Mutual Fund* — Int/Div — Buy

FundX Aggressive Upgrader (HOTFX) Mutual Fund* — Buy (add'l)

IRA #2

FundX Aggressive Upgrader (HOTFX) Mutual Fund — Int/Div — Buy

FundX Funds (UNBOX) Mutual Fund — Int/Div — Buy

403(B) ACCOUNT

Fidelity Select Transportation Portfolio Mutual Fund — None — Sold

Fidelity Convertible Securities Mutual Fund — None — Sold

Fidelity Emerging Mkts Mutual Fund — None — Sold

Fidelity Select Gold Mutual Fund — None — Sold

IRA #3:

FundX Conservative (RELAX) Mutual Fund — None — Buy

BROKERAGE ACCOUNT #1

FundX Aggressive Upgrader (HOTFX) Mutual Fund — Int/Div — Buy

BROKERAGE ACCOUNT #2:

FundX Aggressive Upgrader (HOT¥X) Mutual Fund — Int/Div — Sold (part)

FundX Aggressive Upgrader (HOT¥X) Mutual Fund — Buy

FundX Aggressive Upgrader (HOT¥X) Mutual Fund — Buy

FundX Aggressive Upgrader (HOT¥X) Mutual Fund — Sold (part)

FundX Upgrader (FUNDX) Mutual Fund — Int/Div — Sold (part)

FundX Upgrader (FUNDX) Mutual Fund — Buy

FundX Upgrader (FUNDX) Mutual Fund — Buy

FundX Upgrader (FUNDX) Mutual Fund — Sold (part)

FundX Flexible Income (INCMX) Mutual Fund — Int/Div — Buy

FundX Flexible Income (INCMX) Mutual Fund — Sold (part)

FundX Flexible Income (INCMX) Mutual Fund — Sold (part)

FundX Flexible Income (INCMX) Mutual Fund — Buy

* FundX Aggressive Upgrader (HOTFX) Mutual Fund purchase on 12/01/10 should have been reported on last year's report, but 1s included here.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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