CIM
JCP

Calvert Investment Management’s J.C. Penney Company, Inc. JCP Stock Holding History

Calvert Investment Management’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
-18,883
Closed -$157K – 701
2016
Q4 		$157K Sell
18,883
-584
-3% -$5.27K 0.01% 793
2016
Q3 		$179K Buy
19,467
+1,880
+11% +$17.9K 0.01% 779
2016
Q2 		$156K Buy
17,587
+324
+2% +$2.85K 0.01% 751
2016
Q1 		$191K Buy
17,263
+2,172
+14% +$19K 0.01% 708
2015
Q4 		$101K Buy
15,091
+3,403
+29% +$28.4K ﹤0.01% 692
2015
Q3 		$109K Buy
11,688
+350
+3% +$3.1K 0.01% 595
2015
Q2 		$96K Buy
+11,338
New +$97.8K ﹤0.01% 624

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 $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $871B AUM 31.28% 1-Year Est. Return

Calvert Investment Management's JCP Position: Q1 2017 in Review

Calvert Investment Management sold out of J.C. Penney Company, Inc. (JCP) in Q1 2017, closing a stake of 18,883 shares — an estimated $157K sold.

Calvert Investment Management first reported a position in JCP in Q2 2015 and held it in 7 quarters. The position peaked at $191K in Q1 2016. 294 funds tracked by Wall St. Rank hold JCP as of Q1 2017.

  • Calvert Investment Management reported no remaining J.C. Penney Company, Inc. position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 18,883 J.C. Penney Company, Inc. shares in Q1 2017, an estimated $157K.
  • Calvert Investment Management first reported a position in J.C. Penney Company, Inc. in Q2 2015 and held it in 7 quarters.
  • Calvert Investment Management's J.C. Penney Company, Inc. position peaked at $191K in Q1 2016.
  • 294 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.