ETC
JCP

Evercore Trust Company’s J.C. Penney Company, Inc. JCP Stock Holding History

Evercore Trust Company’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
Q4 		– Sell
-13,845,441
Closed -$52.8M – 48
2017
Q3 		$52.8M Buy
13,845,441
+71,635
+0.5% +$317K 0.15% 39
2017
Q2 		$64M Sell
13,773,806
-187,482
-1% -$958K 0.2% 34
2017
Q1 		$86M Buy
13,961,288
+594,044
+4% +$3.93M 0.27% 28
2016
Q4 		$111M Buy
13,367,244
+182,936
+1% +$1.65M 0.36% 26
2016
Q3 		$122M Sell
13,184,308
-393,976
-3% -$3.75M 0.4% 25
2016
Q2 		$121M Buy
13,578,284
+452,969
+3% +$3.98M 0.39% 24
2016
Q1 		$145M Sell
13,125,315
-1,205,415
-8% -$10.6M 0.48% 22
2015
Q4 		$95.4M Buy
14,330,730
+546,887
+4% +$4.56M 0.35% 24
2015
Q3 		$128M Buy
13,783,843
+543,060
+4% +$4.81M 0.49% 20
2015
Q2 		$112M Sell
13,240,783
-785,202
-6% -$6.77M 0.4% 19
2015
Q1 		$118M Buy
14,025,985
+566,228
+4% +$4.41M 0.41% 20
2014
Q4 		$87.2M Buy
13,459,757
+429,226
+3% +$3.15M 0.31% 20
2014
Q3 		$131M Sell
13,030,531
-113,957
-0.9% -$1.12M 0.48% 17
2014
Q2 		$119M Buy
13,144,488
+374,807
+3% +$3.23M 0.43% 18
2014
Q1 		$110M Sell
12,769,681
-59,232
-0.5% -$428K 0.4% 19
2013
Q4 		$117M Buy
12,828,913
+1,791,544
+16% +$14.9M 0.42% 18
2013
Q3 		$97.2M Sell
11,037,369
-149,724
-1% -$2.14M 0.36% 20
2013
Q2 		$191M Buy
+11,187,093
New +$188M 0.74% 14

Other funds holding JCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
PC
Pomelo Capital New York $1.04B AUM 1.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evercore Trust Company's JCP Position: Q4 2017 in Review

Evercore Trust Company sold out of J.C. Penney Company, Inc. (JCP) in Q4 2017, closing a stake of 13,845,441 shares — an estimated $52.8M sold.

Evercore Trust Company first reported a position in JCP in Q2 2013 and held it in 18 quarters. The position peaked at $191M in Q2 2013. 259 funds tracked by Wall St. Rank hold JCP as of Q4 2017.

  • Evercore Trust Company reported no remaining J.C. Penney Company, Inc. position as of Q4 2017 after selling out during the quarter.
  • Evercore Trust Company sold 13,845,441 J.C. Penney Company, Inc. shares in Q4 2017, an estimated $52.8M.
  • Evercore Trust Company first reported a position in J.C. Penney Company, Inc. in Q2 2013 and held it in 18 quarters.
  • Evercore Trust Company's J.C. Penney Company, Inc. position peaked at $191M in Q2 2013.
  • 259 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q4 2017.

Based on Evercore Trust Company's 13F filing for Q4 2017.