Aevitas Wealth Management’s Johnson Controls International JCI Stock Holding History

Aevitas Wealth Management’s Portfolio JCI Stock Details JCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-83	Closed	-$3K	–	215
2019 Q1	$3K	Hold	83	–	–	﹤0.01%	346
2018 Q4	$2K	Hold	83	–	–	﹤0.01%	364
2018 Q3	$3K	Hold	83	–	–	﹤0.01%	411
2018 Q2	$3K	Sell	83 -329	-80%	-$11.4K	﹤0.01%	389
2018 Q1	$15K	Buy	412 +2	+0.5%	+$76	0.02%	285
2017 Q4	$16K	Buy	+410	New	+$16K	0.02%	279

Other funds holding JCI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Aevitas Wealth Management's JCI Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Johnson Controls International (JCI) in Q2 2019, closing a stake of 83 shares — an estimated $3K sold.

Aevitas Wealth Management first reported a position in JCI in Q4 2017 and held it in 6 quarters. The position peaked at $16K in Q4 2017. 737 funds tracked by Wall St. Rank hold JCI as of Q2 2019.

Aevitas Wealth Management reported no remaining Johnson Controls International position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 83 Johnson Controls International shares in Q2 2019, an estimated $3K.
Aevitas Wealth Management first reported a position in Johnson Controls International in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Johnson Controls International position peaked at $16K in Q4 2017.
737 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.