Carson Wealth (CWM LLC)
JCP

Carson Wealth (CWM LLC)’s J.C. Penney Company, Inc. JCP Stock Holding History

Carson Wealth (CWM 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
2017
Q3 		– Sell
-400
Closed -$2K – 1600
2017
Q2 		$2K Buy
+400
New +$2.04K ﹤0.01% 1051
2016
Q2 		– Sell
-1,500
Closed -$17K – 892
2016
Q1 		$17K Buy
+1,500
New +$13.1K ﹤0.01% 468

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
Evercore Trust Company
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Teachers Advisors
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return
Melvin Capital Management
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JCP Position: Q3 2017 in Review

Carson Wealth (CWM LLC) sold out of J.C. Penney Company, Inc. (JCP) in Q3 2017, closing a stake of 400 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in JCP in Q1 2016 and held it in 2 quarters. The position peaked at $17K in Q1 2016. 247 funds tracked by Wall St. Rank hold JCP as of Q3 2017.

  • Carson Wealth (CWM LLC) reported no remaining J.C. Penney Company, Inc. position as of Q3 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 400 J.C. Penney Company, Inc. shares in Q3 2017, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in J.C. Penney Company, Inc. in Q1 2016 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s J.C. Penney Company, Inc. position peaked at $17K in Q1 2016.
  • 247 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q3 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2017, filed 16 Oct 2017.