DWM
JCP

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

Dakota 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
2020
Q2 		– Sell
-22,500
Closed -$8K – 293
2020
Q1 		$8K Hold
22,500
– – ﹤0.01% 254
2019
Q4 		$25K Hold
22,500
– – ﹤0.01% 305
2019
Q3 		$20K Buy
+22,500
New +$18.9K ﹤0.01% 307

Other funds holding JCP

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CMTU
Capital Markets Trading (UK) London, United Kingdom $7.95B AUM 85.98% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return

Dakota Wealth Management's JCP Position: Q2 2020 in Review

Dakota Wealth Management sold out of J.C. Penney Company, Inc. (JCP) in Q2 2020, closing a stake of 22,500 shares — an estimated $8K sold.

Dakota Wealth Management first reported a position in JCP in Q3 2019 and held it in 3 quarters. The position peaked at $25K in Q4 2019. 22 funds tracked by Wall St. Rank hold JCP as of Q2 2020.

  • Dakota Wealth Management reported no remaining J.C. Penney Company, Inc. position as of Q2 2020 after selling out during the quarter.
  • Dakota Wealth Management sold 22,500 J.C. Penney Company, Inc. shares in Q2 2020, an estimated $8K.
  • Dakota Wealth Management first reported a position in J.C. Penney Company, Inc. in Q3 2019 and held it in 3 quarters.
  • Dakota Wealth Management's J.C. Penney Company, Inc. position peaked at $25K in Q4 2019.
  • 22 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q2 2020.

Based on Dakota Wealth Management's 13F filing for Q2 2020, filed 7 Aug 2020.