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Alera Investment Advisors’s Johnson Controls International JCI Stock Holding History

Alera Investment Advisors’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
-504
Closed -$19K – 541
2019
Q1 		$19K Buy
504
+207
+70% +$7.1K 0.01% 308
2018
Q4 		$9K Buy
+297
New +$9.8K 0.01% 456

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Alera Investment Advisors's JCI Position: Q2 2019 in Review

Alera Investment Advisors sold out of Johnson Controls International (JCI) in Q2 2019, closing a stake of 504 shares — an estimated $19K sold.

Alera Investment Advisors first reported a position in JCI in Q4 2018 and held it in 2 quarters. The position peaked at $19K in Q1 2019. 737 funds tracked by Wall St. Rank hold JCI as of Q2 2019.

  • Alera Investment Advisors reported no remaining Johnson Controls International position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 504 Johnson Controls International shares in Q2 2019, an estimated $19K.
  • Alera Investment Advisors first reported a position in Johnson Controls International in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Johnson Controls International position peaked at $19K in Q1 2019.
  • 737 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.