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Johnson Controls shares owned by Constellation Wealth Advisors

Quarter-by-quarter ownership of Johnson Controls shares owned by Constellation Wealth Advisors from 13F filings

Historical chart of Constellation Wealth Advisors investment in Johnson Controls

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All positions including Johnson Controls held by Constellation Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Johnson Controls by Constellation Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-09-30 $12M 296k 41.36
2015-06-30 $15M 297k 49.53
2015-03-31 $15M 296k 50.44
2014-12-31 $9.3M 193k 48.34
2014-09-30 $8.3M 189k 44.00
2014-06-30 $6.6M 132k 49.93
2014-03-31 $6.0M 126k 47.52
2013-12-31 $6.2M 120k 51.49
2013-09-30 $4.6M 111k 41.50
2012-06-30 $8.0k 283 28.27
2012-03-31 $2.0M 61k 32.48

More positions owned by Constellation Wealth Advisors

Spdr S&p 500 Etf (SPY)
WisdomTree Japan Total Dividend (DXJ)
Vanguard European ETF (VGK)
Rydex S&P Equal Weight ETF
iShares MSCI EAFE Index Fund (EFA)
iShares Russell 1000 Growth Index (IWF)
iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
Bank of America Corporation (BAC)
Bank of New York Mellon Corporation (BK)
Johnson & Johnson (JNJ)
American International (AIG)
Merck & Co (MRK)
Johnson Controls
Eaton Vance Tax-Managed Global Buy-Write (ETW)

View all positions for Constellation Wealth Advisors

Top funds holding Johnson Controls

Custom Portfolio Group
Byrne Asset Management

View all funds holding Johnson Controls