Sold Unitil Corp. Postion

With inflationary pressures dominating in my Sagflation theme, I have sold my position in the utility Unitil (Ticker UTL). I bought a ~4% position in May 2011 and realized a return of about 10%, including dividends. The main reason for selling the position is my belief that utilities under perform the market in the near-term as inflation likely builds up with monetary stimulus increases.