Analyst IMS Investment Management Services’s Johnson Controls International JCI Stock Holding History

Analyst IMS Investment Management Services’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
2018 Q1	–	Sell	-10,035	Closed	-$382K	–	108
2017 Q4	$382K	Sell	10,035 -2,972	-23%	-$116K	0.12%	92
2017 Q3	$521K	Buy	13,007 +537	+4%	+$21.7K	0.17%	82
2017 Q2	$541K	Buy	12,470 +608	+5%	+$25.5K	0.19%	79
2017 Q1	$500K	Buy	+11,862	New	+$502K	0.2%	81

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Analyst IMS Investment Management Services's JCI Position: Q1 2018 in Review

Analyst IMS Investment Management Services sold out of Johnson Controls International (JCI) in Q1 2018, closing a stake of 10,035 shares — an estimated $382K sold.

Analyst IMS Investment Management Services first reported a position in JCI in Q1 2017 and held it in 4 quarters. The position peaked at $541K in Q2 2017. 778 funds tracked by Wall St. Rank hold JCI as of Q1 2018.

Analyst IMS Investment Management Services reported no remaining Johnson Controls International position as of Q1 2018 after selling out during the quarter.
Analyst IMS Investment Management Services sold 10,035 Johnson Controls International shares in Q1 2018, an estimated $382K.
Analyst IMS Investment Management Services first reported a position in Johnson Controls International in Q1 2017 and held it in 4 quarters.
Analyst IMS Investment Management Services's Johnson Controls International position peaked at $541K in Q2 2017.
778 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2018.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2018, filed 10 May 2018.