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Lehman Financial Resources’s Johnson Controls International JCI Stock Holding History

Lehman Financial Resources’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
2014
Q2 		– Sell
-668
Closed -$33K – 401
2014
Q1 		$33K Hold
668
– – 0.02% 171
2013
Q4 		$36K Hold
668
– – 0.02% 155
2013
Q3 		$29K Hold
668
– – 0.02% 167
2013
Q2 		$25K Buy
+668
New +$24.9K 0.02% 155

Other funds holding JCI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lehman Financial Resources's JCI Position: Q2 2014 in Review

Lehman Financial Resources sold out of Johnson Controls International (JCI) in Q2 2014, closing a stake of 668 shares — an estimated $33K sold.

Lehman Financial Resources first reported a position in JCI in Q2 2013 and held it in 4 quarters. The position peaked at $36K in Q4 2013. 794 funds tracked by Wall St. Rank hold JCI as of Q2 2014.

  • Lehman Financial Resources reported no remaining Johnson Controls International position as of Q2 2014 after selling out during the quarter.
  • Lehman Financial Resources sold 668 Johnson Controls International shares in Q2 2014, an estimated $33K.
  • Lehman Financial Resources first reported a position in Johnson Controls International in Q2 2013 and held it in 4 quarters.
  • Lehman Financial Resources's Johnson Controls International position peaked at $36K in Q4 2013.
  • 794 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2014.

Based on Lehman Financial Resources's 13F filing for Q2 2014, filed 8 Aug 2014.