AAS
JCP

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

Annex Advisory Services’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
2017
Q4 		– Sell
-11,500
Closed -$44K – 133
2017
Q3 		$44K Buy
+11,500
New +$50.9K 0.01% 123

Other funds holding JCP

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
PC
Pomelo Capital New York $1.04B AUM 1.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Annex Advisory Services's JCP Position: Q4 2017 in Review

Annex Advisory Services sold out of J.C. Penney Company, Inc. (JCP) in Q4 2017, closing a stake of 11,500 shares — an estimated $44K sold.

Annex Advisory Services first reported a position in JCP in Q3 2017 and held it in 1 quarter. The position peaked at $44K in Q3 2017. 259 funds tracked by Wall St. Rank hold JCP as of Q4 2017.

  • Annex Advisory Services reported no remaining J.C. Penney Company, Inc. position as of Q4 2017 after selling out during the quarter.
  • Annex Advisory Services sold 11,500 J.C. Penney Company, Inc. shares in Q4 2017, an estimated $44K.
  • Annex Advisory Services first reported a position in J.C. Penney Company, Inc. in Q3 2017 and held it in 1 quarter.
  • Annex Advisory Services's J.C. Penney Company, Inc. position peaked at $44K in Q3 2017.
  • 259 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q4 2017.

Based on Annex Advisory Services's 13F filing for Q4 2017, filed 13 Feb 2018.