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Hefty Wealth Partners’s Johnson Controls International JCI Stock Holding History

Hefty Wealth Partners’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
2016
Q4 		– Sell
-737
Closed -$34K – 246
2016
Q3 		$34K Buy
+737
New +$34.2K 0.03% 143

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Barrow, Hanley, Mewhinney & Strauss
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State Street
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Massachusetts Financial Services
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Hefty Wealth Partners's JCI Position: Q4 2016 in Review

Hefty Wealth Partners sold out of Johnson Controls International (JCI) in Q4 2016, closing a stake of 737 shares — an estimated $34K sold.

Hefty Wealth Partners first reported a position in JCI in Q3 2016 and held it in 1 quarter. The position peaked at $34K in Q3 2016. 870 funds tracked by Wall St. Rank hold JCI as of Q4 2016.

  • Hefty Wealth Partners reported no remaining Johnson Controls International position as of Q4 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 737 Johnson Controls International shares in Q4 2016, an estimated $34K.
  • Hefty Wealth Partners first reported a position in Johnson Controls International in Q3 2016 and held it in 1 quarter.
  • Hefty Wealth Partners's Johnson Controls International position peaked at $34K in Q3 2016.
  • 870 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2016.

Based on Hefty Wealth Partners's 13F filing for Q4 2016, filed 5 Jan 2017.