CAL
JCP

Capital Analysts LLC’s J.C. Penney Company, Inc. JCP Stock Holding History

Capital Analysts LLC’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
2016
Q4 		– Sell
-500
Closed -$4.61K – 408
2016
Q3 		$4.61K Buy
+500
New +$4.76K ﹤0.01% 339
2016
Q2 		– Sell
-500
Closed -$5.53K – 402
2016
Q1 		$5.53K Hold
500
– – ﹤0.01% 351
2015
Q4 		$3.33K Hold
500
– – ﹤0.01% 371
2015
Q3 		$4.64K Hold
500
– – ﹤0.01% 344
2015
Q2 		$4.24K Buy
+500
New +$4.31K ﹤0.01% 362

Other funds holding JCP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Analysts LLC's JCP Position: Q4 2016 in Review

Capital Analysts LLC sold out of J.C. Penney Company, Inc. (JCP) in Q4 2016, closing a stake of 500 shares — an estimated $4.61K sold.

Capital Analysts LLC first reported a position in JCP in Q2 2015 and held it in 5 quarters. The position peaked at $5.53K in Q1 2016. 345 funds tracked by Wall St. Rank hold JCP as of Q4 2016.

  • Capital Analysts LLC reported no remaining J.C. Penney Company, Inc. position as of Q4 2016 after selling out during the quarter.
  • Capital Analysts LLC sold 500 J.C. Penney Company, Inc. shares in Q4 2016, an estimated $4.61K.
  • Capital Analysts LLC first reported a position in J.C. Penney Company, Inc. in Q2 2015 and held it in 5 quarters.
  • Capital Analysts LLC's J.C. Penney Company, Inc. position peaked at $5.53K in Q1 2016.
  • 345 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q4 2016.

Based on Capital Analysts LLC's 13F filing for Q4 2016, filed 10 Feb 2017.