GAMBLE JONES INVESTMENT COUNSEL

HTTP://WWW.GAMBLEJONES.COM PASADENA, CA Investment Advisor How do I update this listing?

Gamble Jones Investment Counsel is based out of Pasadena. Gamble Jones Investment Counsel is a large advisory firm with 1125 clients and discretionary assets under management (AUM) of $874,854,737 (Form ADV from 2019-04-01). Their last reported 13F filing for Q4 2019 included $1,281,897,000 in managed 13F securities and a top 10 holdings concentration of 48.48%. Gamble Jones Investment Counsel's largest holding is Procter & Gamble Co. (OH) (1905) with shares held of 2,770,350. Gamble Jones Investment Counsel has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 125 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $1.282 Billion
  • Prior Market Value $1.217 Billion
  • New Purchases14 stocks
  • Additional Purchases52 stocks
  • Sold out of6 stocks
  • Reduced holdings in98 stocks
  • Top 10 Holdings % 48.48 %
  • Turnover % [1]:9.48%
  • Turnover Alt % [2]: 1.90 %
  • Time Held Top20:19.10 quarters
  • Time Held Top10:16.90 quarters
  • Time Held All:24.52 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 6.87%
Performance Last 4 Quarters: 22.82%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

GAMBLE JONES INVESTMENT COUNSEL
301 E. COLORADO BOULEVARD SUITE 802
PASADENA CA    91101
Country: United States

Business Phone: 626-795-7583
Fax: 626-795-7689
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 18
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 15,318,900
Total Number of Clients: 1125
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures:
Data above was derived from SEC filings.

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GAMBLE JONES INVESTMENT COUNSEL

ownership team - last updated 2019-02-12
Name Title Start Date Direct/Indirect % Ownership
JONES, THOMAS, SHELDON CHAIRMAN 01/01/1970 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GAMBLE JONES INVESTMENT COUNSEL CHAIRMAN direct 1970-01-01
GAMBLE, JONES, MORPHY & BENT PRESIDENT direct 1974-02-01 2002-11-05
GAMBLE JONES INVESTMENT COUNSEL CHAIRMAN direct 2003-01-01 2010-09-30
GAMBLE JONES INVESTMENT COUNSEL PARTNER direct 1970-01-01 2016-06-09
DAVIS, DAVID, MORTON PARTNER 01/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GAMBLE JONES INVESTMENT COUNSEL PARTNER direct 2003-01-01
GAMBLE, JONES, MORPHY & BENT PRINCIPAL/CCO direct 1999-01-01 2002-07-29
GAMBLE, JONES, MORPHY & BENT PRINCIPAL direct 1999-01-01 2002-11-05
GAMBLE, ALISON, JONES PRESIDENT 01/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GAMBLE JONES INVESTMENT COUNSEL PRESIDENT direct 2011-01-01
GAMBLE, JONES, MORPHY & BENT PARTNER direct 1997-12-01 2002-11-05
GAMBLE JONES INVESTMENT COUNSEL PARTNER/SECRETARY direct 2003-01-01 2010-09-30
GUERRA, ASHLEY, JONES CHIEF COMPLIANCE OFFICER 01/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GAMBLE JONES INVESTMENT COUNSEL CHIEF COMPLIANCE OFFICER direct 2003-01-01
GAMBLE, JONES, MORPHY & BENT PARTNER direct 1997-12-01 2002-11-05
GAMBLE, JONES, MORPHY & BENT PARTNER/COO direct 2003-01-01 2003-02-24
GAMBLE, JONES, MORPHY & BENT PARTNER/CCO direct 2003-01-01 2004-01-23
GAMBLE JONES INVESTMENT COUNSEL PARTNER direct 2003-01-01 2009-09-10
HACKERMAN, CHARLES, COULBOURN TREASURER 12/01/2007 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GAMBLE, JONES, MORPHY & BENT ASST. TREASURER direct 2003-01-01
GAMBLE JONES INVESTMENT COUNSEL TREASURER direct 2007-12-01
PHILLIPS, SCOTT, RUSSELL SECRETARY 01/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GAMBLE JONES INVESTMENT COUNSEL PARTNER direct 2006-12-01
GAMBLE JONES INVESTMENT COUNSEL SECRETARY direct 2011-01-01
JONES, THOMAS, FRANCIS PARTNER 12/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GAMBLE JONES INVESTMENT COUNSEL PARTNER direct 2005-12-01
JONES, THOMAS, SHELDON TRUSTEE JONES, THOMAS, FRANCIS 01/01/2003 Indirect Other
Fund Name Position direct/indirect start date end date
GAMBLE JONES INVESTMENT COUNSEL TRUSTEE indirect 2003-01-01

GAMBLE JONES INVESTMENT COUNSEL

ownership team - last updated 2017-08-21
Name Title Start Date Direct/Indirect % Ownership
JONES, THOMAS, FRANCIS PARTNER 12/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GAMBLE JONES INVESTMENT COUNSEL PARTNER direct 2005-12-01
PHILLIPS, SCOTT, RUSSELL SECRETARY 01/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GAMBLE JONES INVESTMENT COUNSEL PARTNER direct 2006-12-01
GAMBLE JONES INVESTMENT COUNSEL SECRETARY direct 2011-01-01
HACKERMAN, CHARLES, COULBOURN TREASURER 12/01/2007 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GAMBLE, JONES, MORPHY & BENT ASST. TREASURER direct 2003-01-01
GAMBLE JONES INVESTMENT COUNSEL TREASURER direct 2007-12-01
GUERRA, ASHLEY, JONES CHIEF COMPLIANCE OFFICER 01/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GAMBLE JONES INVESTMENT COUNSEL CHIEF COMPLIANCE OFFICER direct 2003-01-01
GAMBLE, JONES, MORPHY & BENT PARTNER direct 1997-12-01 2002-11-05
GAMBLE, JONES, MORPHY & BENT PARTNER/COO direct 2003-01-01 2003-02-24
GAMBLE, JONES, MORPHY & BENT PARTNER/CCO direct 2003-01-01 2004-01-23
GAMBLE JONES INVESTMENT COUNSEL PARTNER direct 2003-01-01 2009-09-10
GAMBLE, ALISON, JONES PRESIDENT 01/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GAMBLE JONES INVESTMENT COUNSEL PRESIDENT direct 2011-01-01
GAMBLE, JONES, MORPHY & BENT PARTNER direct 1997-12-01 2002-11-05
GAMBLE JONES INVESTMENT COUNSEL PARTNER/SECRETARY direct 2003-01-01 2010-09-30
DAVIS, DAVID, MORTON PARTNER 01/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GAMBLE JONES INVESTMENT COUNSEL PARTNER direct 2003-01-01
GAMBLE, JONES, MORPHY & BENT PRINCIPAL/CCO direct 1999-01-01 2002-07-29
GAMBLE, JONES, MORPHY & BENT PRINCIPAL direct 1999-01-01 2002-11-05
BENT, THOMAS, WINGATE PARTNER 01/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GAMBLE JONES INVESTMENT COUNSEL PARTNER direct 2011-01-01
GAMBLE, JONES, MORPHY & BENT SR. VICE PRESIDENT/CFO direct 1984-12-01 2002-11-05
GAMBLE, JONES, MORPHY & BENT TREASURER direct 2003-01-01 2007-10-04
GAMBLE, JONES, MORPHY & BENT PRESIDENT/TREASURER direct 2003-01-01 2007-11-29
GAMBLE JONES INVESTMENT COUNSEL PRESIDENT direct 2007-12-01 2010-09-30
GAMBLE JONES INVESTMENT COUNSEL CHAIRMAN direct 2011-01-01 2016-06-09
JONES, THOMAS, SHELDON CHAIRMAN 01/01/1970 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GAMBLE JONES INVESTMENT COUNSEL CHAIRMAN direct 1970-01-01
GAMBLE, JONES, MORPHY & BENT PRESIDENT direct 1974-02-01 2002-11-05
GAMBLE JONES INVESTMENT COUNSEL CHAIRMAN direct 2003-01-01 2010-09-30
GAMBLE JONES INVESTMENT COUNSEL PARTNER direct 1970-01-01 2016-06-09
JONES, THOMAS, SHELDON TRUSTEE ANNE T. JONES TRUST 01/01/2003 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
GAMBLE JONES INVESTMENT COUNSEL TRUSTEE indirect 2003-01-01

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