Clear Perspective Advisors’s Johnson Controls International JCI Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-137	Closed	-$5K	–	292
2018 Q2	$5K	Hold	137	–	–	﹤0.01%	421
2018 Q1	$5K	Hold	137	–	–	﹤0.01%	403
2017 Q4	$5K	Hold	137	–	–	﹤0.01%	388
2017 Q3	$6K	Hold	137	–	–	﹤0.01%	378
2017 Q2	$6K	Hold	137	–	–	0.01%	381
2017 Q1	$6K	Hold	137	–	–	﹤0.01%	342
2016 Q4	$6K	Buy	+137	New	+$6K	﹤0.01%	339

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Clear Perspective Advisors's JCI Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Johnson Controls International (JCI) in Q3 2018, closing a stake of 137 shares — an estimated $5K sold.

Clear Perspective Advisors first reported a position in JCI in Q4 2016 and held it in 7 quarters. The position peaked at $6K in Q3 2017. 771 funds tracked by Wall St. Rank hold JCI as of Q3 2018.

Clear Perspective Advisors reported no remaining Johnson Controls International position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 137 Johnson Controls International shares in Q3 2018, an estimated $5K.
Clear Perspective Advisors first reported a position in Johnson Controls International in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Johnson Controls International position peaked at $6K in Q3 2017.
771 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.