Gary Goldberg Planning Services’s Johnson Controls International JCI Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$50K	Hold	995	–	–	0.02%	216
2014 Q3	$46K	Buy	+995	New	+$50.1K	0.02%	238
2013 Q4	–	Sell	-3	Closed	–	–	343
2013 Q3	$0	Sell	3 -477	-99%	-$20.2K	﹤0.01%	368
2013 Q2	$18K	Buy	+480	New	+$17.9K	0.01%	255

Other funds holding JCI

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

Gary Goldberg Planning Services's JCI Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Johnson Controls International (JCI) position steady in Q4 2014 at 995 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #216.

Gary Goldberg Planning Services first reported a position in JCI in Q2 2013 and has held it in 4 quarters since. 822 funds tracked by Wall St. Rank hold JCI as of Q4 2014.

Gary Goldberg Planning Services held 995 shares of Johnson Controls International worth $50K as of Q4 2014.
Gary Goldberg Planning Services left its Johnson Controls International share count unchanged in Q4 2014.
Johnson Controls International made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #216 holding.
Gary Goldberg Planning Services first reported a position in Johnson Controls International in Q2 2013 and has held it in 4 quarters since.
822 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.