Measured Wealth Private Client Group’s Johnson Controls International JCI Stock Holding History

Measured Wealth Private Client Group’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
2019 Q3	–	Sell	-7,817	Closed	-$323K	–	168
2019 Q2	$323K	Sell	7,817 -1,524	-16%	-$58.6K	0.19%	119
2019 Q1	$345K	Buy	+9,341	New	+$320K	0.21%	108
2018 Q4	–	Sell	-8,209	Closed	-$288K	–	411
2018 Q3	$288K	Buy	8,209 +106	+1%	+$3.91K	0.17%	115
2018 Q2	$271K	Buy	+8,103	New	+$281K	0.22%	111

Other funds holding JCI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Measured Wealth Private Client Group's JCI Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of Johnson Controls International (JCI) in Q3 2019, closing a stake of 7,817 shares — an estimated $323K sold.

Measured Wealth Private Client Group first reported a position in JCI in Q2 2018 and held it in 4 quarters. The position peaked at $345K in Q1 2019. 751 funds tracked by Wall St. Rank hold JCI as of Q3 2019.

Measured Wealth Private Client Group reported no remaining Johnson Controls International position as of Q3 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 7,817 Johnson Controls International shares in Q3 2019, an estimated $323K.
Measured Wealth Private Client Group first reported a position in Johnson Controls International in Q2 2018 and held it in 4 quarters.
Measured Wealth Private Client Group's Johnson Controls International position peaked at $345K in Q1 2019.
751 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.