CWM
JCP

Concert Wealth Management’s J.C. Penney Company, Inc. JCP Stock Holding History

Concert Wealth 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
Q2 		– Sell
-32,310
Closed -$265K – 470
2017
Q1 		$265K Sell
32,310
-1,600
-5% -$10.6K 0.06% 381
2016
Q4 		$278K Buy
33,910
+15,349
+83% +$139K 0.06% 370
2016
Q3 		$171K Buy
+18,561
New +$177K 0.02% 678
2014
Q4 		– Sell
-14,000
Closed -$142K – 684
2014
Q3 		$142K Sell
14,000
-15,700
-53% -$154K 0.02% 523
2014
Q2 		$255K Sell
29,700
-1,450
-5% -$12.5K 0.03% 455
2014
Q1 		$277K Buy
31,150
+870
+3% +$6.28K 0.03% 425
2013
Q4 		$277K Sell
30,280
-2,150
-7% -$17.9K 0.04% 403
2013
Q3 		$288K Buy
+32,430
New +$463K 0.04% 380

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ETC
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Fidelity Investments
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return