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

Clarus 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
2019 Q3	–	Sell	-2,850	Closed	-$118K	–	365
2019 Q2	$118K	Sell	2,850 -330	-10%	-$12.7K	0.09%	171
2019 Q1	$117K	Hold	3,180	–	–	0.09%	167
2018 Q4	$94K	Sell	3,180 -3,230	-50%	-$107K	0.15%	176
2018 Q3	$224K	Buy	6,410 +413	+7%	+$15.2K	0.15%	108
2018 Q2	$211K	Hold	5,997	–	–	0.16%	103
2018 Q1	$211K	Buy	5,997 +324	+6%	+$12.3K	0.19%	103
2017 Q4	$216K	Buy	+5,673	New	+$222K	0.21%	92

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clarus Wealth Advisors's JCI Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Johnson Controls International (JCI) in Q3 2019, closing a stake of 2,850 shares — an estimated $118K sold.

Clarus Wealth Advisors first reported a position in JCI in Q4 2017 and held it in 7 quarters. The position peaked at $224K in Q3 2018. 751 funds tracked by Wall St. Rank hold JCI as of Q3 2019.

Clarus Wealth Advisors reported no remaining Johnson Controls International position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 2,850 Johnson Controls International shares in Q3 2019, an estimated $118K.
Clarus Wealth Advisors first reported a position in Johnson Controls International in Q4 2017 and held it in 7 quarters.
Clarus Wealth Advisors's Johnson Controls International position peaked at $224K in Q3 2018.
751 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.