AR
JCP

Advisory Research’s J.C. Penney Company, Inc. JCP Stock Holding History

Advisory Research’s Portfolio JCP Stock Details JCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-72,765
Closed -$1.24M – 320
2013
Q2 		$1.24M Buy
+72,765
New +$1.22M 0.01% 231

Other funds holding JCP

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Soros Fund Management
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Glenview Capital Management
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Evercore Trust Company
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
PC
Perry Capital New York $334M AUM 8.27% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Hayman Capital Management Dallas, Texas $63.3M AUM 3.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisory Research's JCP Position: Q3 2013 in Review

Advisory Research sold out of J.C. Penney Company, Inc. (JCP) in Q3 2013, closing a stake of 72,765 shares — an estimated $1.24M sold.

Advisory Research first reported a position in JCP in Q2 2013 and held it in 1 quarter. The position peaked at $1.24M in Q2 2013. 371 funds tracked by Wall St. Rank hold JCP as of Q3 2013.

  • Advisory Research reported no remaining J.C. Penney Company, Inc. position as of Q3 2013 after selling out during the quarter.
  • Advisory Research sold 72,765 J.C. Penney Company, Inc. shares in Q3 2013, an estimated $1.24M.
  • Advisory Research first reported a position in J.C. Penney Company, Inc. in Q2 2013 and held it in 1 quarter.
  • Advisory Research's J.C. Penney Company, Inc. position peaked at $1.24M in Q2 2013.
  • 371 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q3 2013.

Based on Advisory Research's 13F filing for Q3 2013, filed 14 Nov 2013.