Gupta Wealth Management’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$1.47M Buy
36,117
+14,841
+70% +$567K 0.35% 70
2015
Q4
$880K Buy
21,276
+11,843
+126% +$536K 0.22% 97
2015
Q3
$409K Buy
9,433
+8,377
+793% +$386K 0.1% 158
2015
Q2
$55K Buy
1,056
+427
+68% +$22.9K 0.01% 450
2015
Q1
$33K Buy
+629
New +$32K 0.01% 479

Other funds holding JCI

Gupta Wealth Management's JCI Position: Q1 2016 in Review

Gupta Wealth Management increased its Johnson Controls International (JCI) stake by 70% in Q1 2016, buying an estimated $567K and bringing the position to 36,117 shares worth $1.47M. The position accounts for 0.35% of the portfolio, ranked #70.

Gupta Wealth Management first reported a position in JCI in Q1 2015 and has held it in 5 quarters since. 806 funds tracked by Wall St. Rank hold JCI as of Q1 2016.

  • Gupta Wealth Management held 36,117 shares of Johnson Controls International worth $1.47M as of Q1 2016.
  • Gupta Wealth Management bought 14,841 Johnson Controls International shares in Q1 2016, an estimated $567K.
  • Johnson Controls International made up 0.35% of Gupta Wealth Management's portfolio in Q1 2016, its #70 holding.
  • Gupta Wealth Management first reported a position in Johnson Controls International in Q1 2015 and has held it in 5 quarters since.
  • 806 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.