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

Other funds holding JCP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Concert Wealth Management's JCP Position: Q2 2017 in Review

Concert Wealth Management sold out of J.C. Penney Company, Inc. (JCP) in Q2 2017, closing a stake of 32,310 shares — an estimated $265K sold.

Concert Wealth Management first reported a position in JCP in Q3 2013 and held it in 8 quarters. The position peaked at $288K in Q3 2013. 250 funds tracked by Wall St. Rank hold JCP as of Q2 2017.

Concert Wealth Management reported no remaining J.C. Penney Company, Inc. position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 32,310 J.C. Penney Company, Inc. shares in Q2 2017, an estimated $265K.
Concert Wealth Management first reported a position in J.C. Penney Company, Inc. in Q3 2013 and held it in 8 quarters.
Concert Wealth Management's J.C. Penney Company, Inc. position peaked at $288K in Q3 2013.
250 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.