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New Potomac Partners’s Johnson Controls International JCI Stock Holding History

New Potomac 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
2018
Q3 		– Sell
-87
Closed -$3K – 145
2018
Q2 		$3K Hold
87
– – ﹤0.01% 141
2018
Q1 		$3K Hold
87
– – ﹤0.01% 143
2017
Q4 		$3K Buy
+87
New +$3.4K ﹤0.01% 142

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

New Potomac Partners's JCI Position: Q3 2018 in Review

New Potomac Partners sold out of Johnson Controls International (JCI) in Q3 2018, closing a stake of 87 shares — an estimated $3K sold.

New Potomac Partners first reported a position in JCI in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 771 funds tracked by Wall St. Rank hold JCI as of Q3 2018.

  • New Potomac Partners reported no remaining Johnson Controls International position as of Q3 2018 after selling out during the quarter.
  • New Potomac Partners sold 87 Johnson Controls International shares in Q3 2018, an estimated $3K.
  • New Potomac Partners first reported a position in Johnson Controls International in Q4 2017 and held it in 3 quarters.
  • New Potomac Partners's Johnson Controls International position peaked at $3K in Q2 2018.
  • 771 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2018.

Based on New Potomac Partners's 13F filing for Q3 2018, filed 23 Oct 2018.