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	-20,000	Closed	-$1K	–	2171
2019 Q4	$1K	Buy	+20,000	New	+$21.2K	﹤0.01%	1997
2017 Q2	–	Sell	-2,000	Closed	-$1K	–	4945
2017 Q1	$1K	Buy	+2,000	New	+$13.2K	﹤0.01%	4549

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.