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

Cedar 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
2017
Q4 		– Sell
-106
Closed -$4K – 138
2017
Q3 		$4K Hold
106
– – ﹤0.01% 118
2017
Q2 		$5K Hold
106
– – ﹤0.01% 114
2017
Q1 		$4K Hold
106
– – ﹤0.01% 116
2016
Q4 		$4K Hold
106
– – ﹤0.01% 112
2016
Q3 		$5K Buy
+106
New +$4.91K ﹤0.01% 100

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cedar Wealth Management's JCI Position: Q4 2017 in Review

Cedar Wealth Management sold out of Johnson Controls International (JCI) in Q4 2017, closing a stake of 106 shares — an estimated $4K sold.

Cedar Wealth Management first reported a position in JCI in Q3 2016 and held it in 5 quarters. The position peaked at $5K in Q2 2017. 804 funds tracked by Wall St. Rank hold JCI as of Q4 2017.

  • Cedar Wealth Management reported no remaining Johnson Controls International position as of Q4 2017 after selling out during the quarter.
  • Cedar Wealth Management sold 106 Johnson Controls International shares in Q4 2017, an estimated $4K.
  • Cedar Wealth Management first reported a position in Johnson Controls International in Q3 2016 and held it in 5 quarters.
  • Cedar Wealth Management's Johnson Controls International position peaked at $5K in Q2 2017.
  • 804 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2017.

Based on Cedar Wealth Management's 13F filing for Q4 2017, filed 2 Feb 2018.