Financial Engines Advisors
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Financial Engines Advisors’s Johnson Controls International JCI Stock Holding History

Financial Engines 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
Q1 		– Sell
-75
Closed -$3K – 183
2017
Q4 		$3K Buy
+75
New +$2.93K ﹤0.01% 126

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Financial Engines Advisors's JCI Position: Q1 2018 in Review

Financial Engines Advisors sold out of Johnson Controls International (JCI) in Q1 2018, closing a stake of 75 shares — an estimated $3K sold.

Financial Engines Advisors first reported a position in JCI in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 778 funds tracked by Wall St. Rank hold JCI as of Q1 2018.

  • Financial Engines Advisors reported no remaining Johnson Controls International position as of Q1 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 75 Johnson Controls International shares in Q1 2018, an estimated $3K.
  • Financial Engines Advisors first reported a position in Johnson Controls International in Q4 2017 and held it in 1 quarter.
  • Financial Engines Advisors's Johnson Controls International position peaked at $3K in Q4 2017.
  • 778 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2018.

Based on Financial Engines Advisors's 13F filing for Q1 2018, filed 2 May 2018.