BA
JCP

Boston Advisors’s J.C. Penney Company, Inc. JCP Stock Holding History

Boston Advisors’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
Q1 		– Sell
-633,005
Closed -$5.26M – 680
2016
Q4 		$5.26M Sell
633,005
-424,905
-40% -$3.84M 0.13% 208
2016
Q3 		$9.75M Sell
1,057,910
-1,100
-0.1% -$10.5K 0.24% 129
2016
Q2 		$9.4M Buy
1,059,010
+1,011,330
+2,121% +$8.88M 0.23% 130
2016
Q1 		$527K Sell
47,680
-783,590
-94% -$6.86M 0.01% 442
2015
Q4 		$5.54M Buy
831,270
+663,800
+396% +$5.54M 0.13% 202
2015
Q3 		$1.56M Buy
+167,470
New +$1.48M 0.06% 316

Other funds holding JCP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Boston Advisors's JCP Position: Q1 2017 in Review

Boston Advisors sold out of J.C. Penney Company, Inc. (JCP) in Q1 2017, closing a stake of 633,005 shares — an estimated $5.26M sold.

Boston Advisors first reported a position in JCP in Q3 2015 and held it in 6 quarters. The position peaked at $9.75M in Q3 2016. 294 funds tracked by Wall St. Rank hold JCP as of Q1 2017.

  • Boston Advisors reported no remaining J.C. Penney Company, Inc. position as of Q1 2017 after selling out during the quarter.
  • Boston Advisors sold 633,005 J.C. Penney Company, Inc. shares in Q1 2017, an estimated $5.26M.
  • Boston Advisors first reported a position in J.C. Penney Company, Inc. in Q3 2015 and held it in 6 quarters.
  • Boston Advisors's J.C. Penney Company, Inc. position peaked at $9.75M in Q3 2016.
  • 294 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q1 2017.

Based on Boston Advisors's 13F filing for Q1 2017, filed 19 Apr 2017.