Gideon Capital Advisors’s Johnson Controls International JCI Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-5,932	Closed	-$241K	–	101
2019 Q4	$241K	Buy	+5,932	New	+$250K	0.08%	238
2016 Q2	–	Sell	-7,696	Closed	-$314K	–	223
2016 Q1	$314K	Buy	+7,696	New	+$294K	0.39%	98
2015 Q3	–	Sell	-20,402	Closed	-$1.06M	–	274
2015 Q2	$1.06M	Buy	20,402 +8,592	+73%	+$460K	0.44%	86
2015 Q1	$624K	Buy	+11,810	New	+$600K	0.25%	134
2014 Q2	–	Sell	-12,315	Closed	-$610K	–	279
2014 Q1	$610K	Buy	12,315 +1,250	+11%	+$63.3K	0.34%	98
2013 Q4	$594K	Buy	+11,065	New	+$545K	0.35%	85

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

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Gideon Capital Advisors's JCI Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Johnson Controls International (JCI) in Q1 2020, closing a stake of 5,932 shares — an estimated $241K sold.

Gideon Capital Advisors first reported a position in JCI in Q4 2013 and held it in 6 quarters. The position peaked at $1.06M in Q2 2015. 708 funds tracked by Wall St. Rank hold JCI as of Q1 2020.

Gideon Capital Advisors reported no remaining Johnson Controls International position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 5,932 Johnson Controls International shares in Q1 2020, an estimated $241K.
Gideon Capital Advisors first reported a position in Johnson Controls International in Q4 2013 and held it in 6 quarters.
Gideon Capital Advisors's Johnson Controls International position peaked at $1.06M in Q2 2015.
708 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.