Burt Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Burt Wealth 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
2020 Q4	–	Sell	-9	Closed	–	–	404
2020 Q3	$0	Sell	9 -120	-93%	-$4.7K	﹤0.01%	420
2020 Q2	$4K	Hold	129	–	–	﹤0.01%	304
2020 Q1	$3K	Buy	+129	New	+$4.81K	﹤0.01%	331
2019 Q2	–	Sell	-72	Closed	-$3K	–	357
2019 Q1	$3K	Buy	+72	New	+$2.47K	﹤0.01%	318
2018 Q2	–	Sell	-115	Closed	-$4K	–	379
2018 Q1	$4K	Hold	115	–	–	﹤0.01%	327
2017 Q4	$4K	Hold	115	–	–	﹤0.01%	316
2017 Q3	$5K	Hold	115	–	–	﹤0.01%	296
2017 Q2	$4K	Hold	115	–	–	﹤0.01%	344
2017 Q1	$5K	Hold	115	–	–	﹤0.01%	298
2016 Q4	$5K	Hold	115	–	–	﹤0.01%	321
2016 Q3	$5K	Buy	+115	New	+$5.33K	0.01%	313
2016 Q1	–	Sell	-204	Closed	-$8K	–	698
2015 Q4	$8K	Buy	+204	New	+$9.23K	0.01%	307

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Burt Wealth Advisors's JCI Position: Q4 2020 in Review

Burt Wealth Advisors sold out of Johnson Controls International (JCI) in Q4 2020, closing a stake of 9 shares.

Burt Wealth Advisors first reported a position in JCI in Q4 2015 and held it in 12 quarters. The position peaked at $8K in Q4 2015. 820 funds tracked by Wall St. Rank hold JCI as of Q4 2020.

Burt Wealth Advisors reported no remaining Johnson Controls International position as of Q4 2020 after selling out during the quarter.
Burt Wealth Advisors sold 9 Johnson Controls International shares in Q4 2020.
Burt Wealth Advisors first reported a position in Johnson Controls International in Q4 2015 and held it in 12 quarters.
Burt Wealth Advisors's Johnson Controls International position peaked at $8K in Q4 2015.
820 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.