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Aris Wealth Services’s Johnson Controls International JCI Stock Holding History

Aris Wealth 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
2015
Q3 		$11K Sell
264
-820
-76% -$37.8K 0.02% 213
2015
Q2 		$56K Hold
1,084
– – 0.05% 197
2015
Q1 		$57K Buy
+1,084
New +$55.1K 0.05% 195

Other funds holding JCI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Aris Wealth Services's JCI Position: Q3 2015 in Review

Aris Wealth Services reduced its Johnson Controls International (JCI) stake by 76% in Q3 2015, selling an estimated $37.8K and leaving 264 shares worth $11K. The position accounts for 0.02% of the portfolio, ranked #213.

Aris Wealth Services first reported a position in JCI in Q1 2015 and has held it in 3 quarters since. The position peaked at $57K in Q1 2015. 812 funds tracked by Wall St. Rank hold JCI as of Q3 2015.

  • Aris Wealth Services held 264 shares of Johnson Controls International worth $11K as of Q3 2015.
  • Aris Wealth Services sold 820 Johnson Controls International shares in Q3 2015, an estimated $37.8K.
  • Johnson Controls International made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #213 holding.
  • Aris Wealth Services first reported a position in Johnson Controls International in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Johnson Controls International position peaked at $57K in Q1 2015.
  • 812 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.