ACI
JCP

Alpha Cubed Investments’s J.C. Penney Company, Inc. JCP Stock Holding History

Alpha Cubed Investments’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
2014
Q1 		– Sell
-76,177
Closed -$697K – 211
2013
Q4 		$697K Buy
+76,177
New +$635K 0.25% 128

Other funds holding JCP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
TCM
Tiger Consumer Management New York $1.39B AUM 5.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HCM
Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alpha Cubed Investments's JCP Position: Q1 2014 in Review

Alpha Cubed Investments sold out of J.C. Penney Company, Inc. (JCP) in Q1 2014, closing a stake of 76,177 shares — an estimated $697K sold.

Alpha Cubed Investments first reported a position in JCP in Q4 2013 and held it in 1 quarter. The position peaked at $697K in Q4 2013. 291 funds tracked by Wall St. Rank hold JCP as of Q1 2014.

  • Alpha Cubed Investments reported no remaining J.C. Penney Company, Inc. position as of Q1 2014 after selling out during the quarter.
  • Alpha Cubed Investments sold 76,177 J.C. Penney Company, Inc. shares in Q1 2014, an estimated $697K.
  • Alpha Cubed Investments first reported a position in J.C. Penney Company, Inc. in Q4 2013 and held it in 1 quarter.
  • Alpha Cubed Investments's J.C. Penney Company, Inc. position peaked at $697K in Q4 2013.
  • 291 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q1 2014.

Based on Alpha Cubed Investments's 13F filing for Q1 2014, filed 11 Apr 2014.