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

Buckley 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 Q1	–	Sell	-20,792	Closed	-$616K	–	149
2018 Q4	$616K	Buy	20,792 +171	+0.8%	+$5.64K	0.32%	59
2018 Q3	$722K	Buy	20,621 +778	+4%	+$28.7K	0.32%	60
2018 Q2	$664K	Buy	19,843 +810	+4%	+$28.1K	0.31%	68
2018 Q1	$671K	Buy	19,033 +2,110	+12%	+$80.1K	0.33%	69
2017 Q4	$645K	Buy	+16,923	New	+$661K	0.32%	75

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Buckley Wealth Management's JCI Position: Q1 2019 in Review

Buckley Wealth Management sold out of Johnson Controls International (JCI) in Q1 2019, closing a stake of 20,792 shares — an estimated $616K sold.

Buckley Wealth Management first reported a position in JCI in Q4 2017 and held it in 5 quarters. The position peaked at $722K in Q3 2018. 752 funds tracked by Wall St. Rank hold JCI as of Q1 2019.

Buckley Wealth Management reported no remaining Johnson Controls International position as of Q1 2019 after selling out during the quarter.
Buckley Wealth Management sold 20,792 Johnson Controls International shares in Q1 2019, an estimated $616K.
Buckley Wealth Management first reported a position in Johnson Controls International in Q4 2017 and held it in 5 quarters.
Buckley Wealth Management's Johnson Controls International position peaked at $722K in Q3 2018.
752 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2019.

Based on Buckley Wealth Management's 13F filing for Q1 2019, filed 11 Apr 2019.