YorkBridge Wealth Partners’s Johnson Controls International JCI Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-3,325	Closed	-$137K	–	423
2019 Q2	$137K	Sell	3,325 -24	-0.7%	-$923	0.06%	240
2019 Q1	$124K	Buy	3,349 +748	+29%	+$25.7K	0.06%	245
2018 Q4	$77K	Sell	2,601 -321	-11%	-$10.6K	0.04%	288
2018 Q3	$103K	Buy	2,922 +422	+17%	+$15.6K	0.05%	277
2018 Q2	$84K	Sell	2,500 -4,977	-67%	-$173K	0.04%	311
2018 Q1	$256K	Sell	7,477 -17	-0.2%	-$646	0.12%	160
2017 Q4	$281K	Sell	7,494 -1,980	-21%	-$77.4K	0.14%	145
2017 Q3	$382K	Buy	9,474 +3,993	+73%	+$162K	0.2%	107
2017 Q2	$237K	Hold	5,481	–	–	0.13%	155
2017 Q1	$227K	Sell	5,481 -114	-2%	-$4.82K	0.12%	158
2016 Q4	$257K	Buy	+5,595	New	+$245K	0.15%	131

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

YorkBridge Wealth Partners's JCI Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Johnson Controls International (JCI) in Q3 2019, closing a stake of 3,325 shares — an estimated $137K sold.

YorkBridge Wealth Partners first reported a position in JCI in Q4 2016 and held it in 11 quarters. The position peaked at $382K in Q3 2017. 751 funds tracked by Wall St. Rank hold JCI as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Johnson Controls International position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 3,325 Johnson Controls International shares in Q3 2019, an estimated $137K.
YorkBridge Wealth Partners first reported a position in Johnson Controls International in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Johnson Controls International position peaked at $382K in Q3 2017.
751 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.