CWSR
JCP

Chessman Wealth Strategies RIA’s J.C. Penney Company, Inc. JCP Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-1,000
Closed -$2K – 192
2018
Q3 		$2K Buy
+1,000
New +$2.12K ﹤0.01% 180

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
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return

Chessman Wealth Strategies RIA's JCP Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of J.C. Penney Company, Inc. (JCP) in Q4 2018, closing a stake of 1,000 shares — an estimated $2K sold.

Chessman Wealth Strategies RIA first reported a position in JCP in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 244 funds tracked by Wall St. Rank hold JCP as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining J.C. Penney Company, Inc. position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 1,000 J.C. Penney Company, Inc. shares in Q4 2018, an estimated $2K.
  • Chessman Wealth Strategies RIA first reported a position in J.C. Penney Company, Inc. in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's J.C. Penney Company, Inc. position peaked at $2K in Q3 2018.
  • 244 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.