EWM
JCP

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

Edge 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
2014
Q3 		– Sell
-750
Closed -$7K – 435
2014
Q2 		$7K Hold
750
– – ﹤0.01% 314
2014
Q1 		$6K Hold
750
– – ﹤0.01% 318
2013
Q4 		$7K Sell
750
-2,250
-75% -$18.8K ﹤0.01% 285
2013
Q3 		$26K Buy
+3,000
New +$42.8K 0.02% 183

Other funds holding JCP

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Evercore Trust Company
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Teachers Advisors
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Edge Wealth Management's JCP Position: Q3 2014 in Review

Edge Wealth Management sold out of J.C. Penney Company, Inc. (JCP) in Q3 2014, closing a stake of 750 shares — an estimated $7K sold.

Edge Wealth Management first reported a position in JCP in Q3 2013 and held it in 4 quarters. The position peaked at $26K in Q3 2013. 311 funds tracked by Wall St. Rank hold JCP as of Q3 2014.

  • Edge Wealth Management reported no remaining J.C. Penney Company, Inc. position as of Q3 2014 after selling out during the quarter.
  • Edge Wealth Management sold 750 J.C. Penney Company, Inc. shares in Q3 2014, an estimated $7K.
  • Edge Wealth Management first reported a position in J.C. Penney Company, Inc. in Q3 2013 and held it in 4 quarters.
  • Edge Wealth Management's J.C. Penney Company, Inc. position peaked at $26K in Q3 2013.
  • 311 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q3 2014.

Based on Edge Wealth Management's 13F filing for Q3 2014, filed 7 Oct 2014.