EWM
JCP

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

Evercore 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
-400
Closed -$4K – 1009
2014
Q2 		$4K Buy
+400
New +$3.45K ﹤0.01% 936

Other funds holding JCP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
ETC
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
BFA
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

Evercore Wealth Management sold out of J.C. Penney Company, Inc. (JCP) in Q3 2014, closing a stake of 400 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in JCP in Q2 2014 and held it in 1 quarter. The position peaked at $4K in Q2 2014. 311 funds tracked by Wall St. Rank hold JCP as of Q3 2014.

  • Evercore Wealth Management reported no remaining J.C. Penney Company, Inc. position as of Q3 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 400 J.C. Penney Company, Inc. shares in Q3 2014, an estimated $4K.
  • Evercore Wealth Management first reported a position in J.C. Penney Company, Inc. in Q2 2014 and held it in 1 quarter.
  • Evercore Wealth Management's J.C. Penney Company, Inc. position peaked at $4K in Q2 2014.
  • 311 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q3 2014.

Based on Evercore Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.