Creative Planning’s J.C. Penney Company, Inc. JCP Stock Holding History

Creative Planning’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
2020 Q1	–	Sell	-17,378	Closed	-$19K	–	2170
2019 Q4	$19K	Buy	17,378 +4,044	+30%	+$4.3K	﹤0.01%	1882
2019 Q3	$12K	Buy	13,334 +1,000	+8%	+$840	﹤0.01%	1896
2019 Q2	$14K	Sell	12,334 -23,000	-65%	-$27.3K	﹤0.01%	1918
2019 Q1	$53K	Sell	35,334 -10,000	-22%	-$14.1K	﹤0.01%	1774
2018 Q4	$47K	Buy	45,334 +18,387	+68%	+$25.8K	﹤0.01%	1716
2018 Q3	$45K	Sell	26,947 -7,625	-22%	-$16.2K	﹤0.01%	1891
2018 Q2	$81K	Sell	34,572 -38,945	-53%	-$110K	﹤0.01%	1803
2018 Q1	$222K	Sell	73,517 -61,339	-45%	-$221K	﹤0.01%	1539
2017 Q4	$426K	Sell	134,856 -36,188	-21%	-$117K	﹤0.01%	1166
2017 Q3	$652K	Buy	171,044 +55,700	+48%	+$246K	﹤0.01%	916
2017 Q2	$536K	Buy	115,344 +79,634	+223%	+$407K	﹤0.01%	979
2017 Q1	$220K	Buy	35,710 +5,871	+20%	+$38.8K	﹤0.01%	1430
2016 Q4	$248K	Sell	29,839 -5,102	-15%	-$46.1K	﹤0.01%	1294
2016 Q3	$322K	Buy	34,941 +890	+3%	+$8.48K	﹤0.01%	1142
2016 Q2	$302K	Buy	34,051 +2,389	+8%	+$21K	﹤0.01%	1044
2016 Q1	$350K	Sell	31,662 -2,553	-7%	-$22.4K	﹤0.01%	911
2015 Q4	$228K	Buy	34,215 +7,765	+29%	+$64.8K	﹤0.01%	1128
2015 Q3	$246K	Buy	26,450 +11,700	+79%	+$104K	﹤0.01%	1078
2015 Q2	$125K	Sell	14,750 -2,954	-17%	-$25.5K	﹤0.01%	960
2015 Q1	$149K	Buy	17,704 +7,560	+75%	+$58.9K	﹤0.01%	1348
2014 Q4	$66K	Sell	10,144 -4,785	-32%	-$35.1K	﹤0.01%	1818
2014 Q3	$150K	Buy	14,929 +5,371	+56%	+$52.7K	﹤0.01%	1227
2014 Q2	$87K	Sell	9,558 -11,718	-55%	-$101K	﹤0.01%	1533
2014 Q1	$183K	Buy	21,276 +7,446	+54%	+$53.8K	﹤0.01%	1039
2013 Q4	$127K	Buy	13,830 +9,787	+242%	+$81.6K	﹤0.01%	1069
2013 Q3	$36K	Sell	4,043 -730	-15%	-$10.4K	﹤0.01%	1731
2013 Q2	$82K	Buy	+4,773	New	+$80.3K	﹤0.01%	1099

Other funds holding JCP

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HSC

Harbor Spring Capital New York $12.3M AUM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's JCP Position: Q1 2020 in Review

Creative Planning sold out of J.C. Penney Company, Inc. (JCP) in Q1 2020, closing a stake of 17,378 shares — an estimated $19K sold.

Creative Planning first reported a position in JCP in Q2 2013 and held it in 27 quarters. The position peaked at $652K in Q3 2017. 202 funds tracked by Wall St. Rank hold JCP as of Q1 2020.

Creative Planning reported no remaining J.C. Penney Company, Inc. position as of Q1 2020 after selling out during the quarter.
Creative Planning sold 17,378 J.C. Penney Company, Inc. shares in Q1 2020, an estimated $19K.
Creative Planning first reported a position in J.C. Penney Company, Inc. in Q2 2013 and held it in 27 quarters.
Creative Planning's J.C. Penney Company, Inc. position peaked at $652K in Q3 2017.
202 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.