Cerity Partners
JCP

Cerity Partners’s J.C. Penney Company, Inc. JCP Stock Holding History

Cerity Partners’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
2019
Q4 		– Sell
-17,657
Closed -$16K – 583
2019
Q3 		$16K Sell
17,657
-77,593
-81% -$65.2K ﹤0.01% 472
2019
Q2 		$109K Buy
95,250
+71,439
+300% +$84.8K 0.01% 464
2019
Q1 		$35K Sell
23,811
-2,644
-10% -$3.72K ﹤0.01% 527
2018
Q4 		$28K Sell
26,455
-11,115
-30% -$15.6K ﹤0.01% 511
2018
Q3 		$62K Sell
37,570
-4,025
-10% -$8.54K ﹤0.01% 528
2018
Q2 		$97K Buy
41,595
+16,069
+63% +$45.3K 0.01% 529
2018
Q1 		$77K Buy
25,526
+2,995
+13% +$10.8K 0.01% 515
2017
Q4 		$71K Sell
22,531
-682,688
-97% -$2.2M ﹤0.01% 552
2017
Q3 		$2.69M Buy
+705,219
New +$3.12M 0.19% 118

Other funds holding JCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cerity Partners's JCP Position: Q4 2019 in Review

Cerity Partners sold out of J.C. Penney Company, Inc. (JCP) in Q4 2019, closing a stake of 17,657 shares — an estimated $16K sold.

Cerity Partners first reported a position in JCP in Q3 2017 and held it in 9 quarters. The position peaked at $2.69M in Q3 2017. 220 funds tracked by Wall St. Rank hold JCP as of Q4 2019.

  • Cerity Partners reported no remaining J.C. Penney Company, Inc. position as of Q4 2019 after selling out during the quarter.
  • Cerity Partners sold 17,657 J.C. Penney Company, Inc. shares in Q4 2019, an estimated $16K.
  • Cerity Partners first reported a position in J.C. Penney Company, Inc. in Q3 2017 and held it in 9 quarters.
  • Cerity Partners's J.C. Penney Company, Inc. position peaked at $2.69M in Q3 2017.
  • 220 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q4 2019.

Based on Cerity Partners's 13F filing for Q4 2019, filed 14 Feb 2020.