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Independent Portfolio Consultants’s Johnson Controls International JCI Stock Holding History

Independent Portfolio Consultants’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
2015
Q2 		– Sell
-69
Closed -$4K – 949
2015
Q1 		$4K Buy
+69
New +$3.51K ﹤0.01% 783
2014
Q4 		– Sell
-1,351
Closed -$62K – 833
2014
Q3 		$62K Buy
+1,351
New +$68.1K 0.02% 611

Other funds holding JCI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Independent Portfolio Consultants's JCI Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Johnson Controls International (JCI) in Q2 2015, closing a stake of 69 shares — an estimated $4K sold.

Independent Portfolio Consultants first reported a position in JCI in Q3 2014 and held it in 2 quarters. The position peaked at $62K in Q3 2014. 867 funds tracked by Wall St. Rank hold JCI as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Johnson Controls International position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 69 Johnson Controls International shares in Q2 2015, an estimated $4K.
  • Independent Portfolio Consultants first reported a position in Johnson Controls International in Q3 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's Johnson Controls International position peaked at $62K in Q3 2014.
  • 867 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.