Integrated Wealth Counsel’s Johnson Controls International JCI Stock Holding History

Integrated Wealth Counsel’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	$10K	Hold	241	–	–	0.02%	165
2016 Q3	$11K	Buy	+241	New	+$11.2K	0.02%	149

Other funds holding JCI

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 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

Integrated Wealth Counsel's JCI Position: Q4 2016 in Review

Integrated Wealth Counsel held its Johnson Controls International (JCI) position steady in Q4 2016 at 241 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #165.

Integrated Wealth Counsel first reported a position in JCI in Q3 2016 and has held it in 2 quarters since. The position peaked at $11K in Q3 2016. 870 funds tracked by Wall St. Rank hold JCI as of Q4 2016.

Integrated Wealth Counsel held 241 shares of Johnson Controls International worth $10K as of Q4 2016.
Integrated Wealth Counsel left its Johnson Controls International share count unchanged in Q4 2016.
Johnson Controls International made up 0.02% of Integrated Wealth Counsel's portfolio in Q4 2016, its #165 holding.
Integrated Wealth Counsel first reported a position in Johnson Controls International in Q3 2016 and has held it in 2 quarters since.
Integrated Wealth Counsel's Johnson Controls International position peaked at $11K in Q3 2016.
870 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.