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Winifred I. Li’s Johnson Controls International JCI Stock Holding History

Winifred I. Li’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
Q3 		– Sell
-859
Closed -$45K – 460
2014
Q2 		$45K Hold
859
– – 0.04% 304
2014
Q1 		$43K Hold
859
– – 0.04% 302
2013
Q4 		$46K Hold
859
– – 0.04% 288
2013
Q3 		$37K Hold
859
– – 0.03% 303
2013
Q2 		$32K Buy
+859
New +$32.1K 0.03% 314

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Winifred I. Li's JCI Position: Q3 2014 in Review

Winifred I. Li sold out of Johnson Controls International (JCI) in Q3 2014, closing a stake of 859 shares — an estimated $45K sold.

Winifred I. Li first reported a position in JCI in Q2 2013 and held it in 5 quarters. The position peaked at $46K in Q4 2013. 801 funds tracked by Wall St. Rank hold JCI as of Q3 2014.

  • Winifred I. Li reported no remaining Johnson Controls International position as of Q3 2014 after selling out during the quarter.
  • Winifred I. Li sold 859 Johnson Controls International shares in Q3 2014, an estimated $45K.
  • Winifred I. Li first reported a position in Johnson Controls International in Q2 2013 and held it in 5 quarters.
  • Winifred I. Li's Johnson Controls International position peaked at $46K in Q4 2013.
  • 801 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2014.

Based on Winifred I. Li's 13F filing for Q3 2014, filed 21 Oct 2014.