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Brian C. Broderick’s Johnson Controls International JCI Stock Holding History

Brian C. Broderick’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
2016
Q4 		– Sell
-9,996
Closed -$465K – 95
2016
Q3 		$465K Sell
9,996
-5,175
-34% -$240K 0.2% 71
2016
Q2 		$703K Sell
15,171
-8,218
-35% -$362K 0.3% 63
2016
Q1 		$954K Sell
23,389
-12,233
-34% -$467K 0.41% 56
2015
Q4 		$1.47M Sell
35,622
-21,716
-38% -$982K 0.66% 52
2015
Q3 		$2.48M Sell
57,338
-9,352
-14% -$431K 1.15% 35
2015
Q2 		$3.46M Buy
66,690
+4,429
+7% +$237K 1.47% 29
2015
Q1 		$3.29M Buy
62,261
+1,533
+3% +$77.9K 1.36% 29
2014
Q4 		$3.07M Buy
60,728
+4,307
+8% +$210K 1.3% 30
2014
Q3 		$2.6M Buy
56,421
+4,326
+8% +$218K 1.16% 31
2014
Q2 		$2.72M Buy
52,095
+9,937
+24% +$494K 1.25% 31
2014
Q1 		$2.09M Buy
42,158
+3,361
+9% +$170K 1.03% 35
2013
Q4 		$2.08M Buy
38,797
+14,000
+56% +$689K 1.04% 36
2013
Q3 		$1.08M Buy
24,797
+16,751
+208% +$710K 0.6% 54
2013
Q2 		$302K Buy
+8,046
New +$300K 0.18% 78

Other funds holding JCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Brian C. Broderick's JCI Position: Q4 2016 in Review

Brian C. Broderick sold out of Johnson Controls International (JCI) in Q4 2016, closing a stake of 9,996 shares — an estimated $465K sold.

Brian C. Broderick first reported a position in JCI in Q2 2013 and held it in 14 quarters. The position peaked at $3.46M in Q2 2015. 870 funds tracked by Wall St. Rank hold JCI as of Q4 2016.

  • Brian C. Broderick reported no remaining Johnson Controls International position as of Q4 2016 after selling out during the quarter.
  • Brian C. Broderick sold 9,996 Johnson Controls International shares in Q4 2016, an estimated $465K.
  • Brian C. Broderick first reported a position in Johnson Controls International in Q2 2013 and held it in 14 quarters.
  • Brian C. Broderick's Johnson Controls International position peaked at $3.46M in Q2 2015.
  • 870 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2016.

Based on Brian C. Broderick's 13F filing for Q4 2016, filed 14 Feb 2017.