EWM
JCP

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

Executive 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
2019
Q3 		– Sell
-100
Closed – – 908
2019
Q2 		$0 Hold
100
– – ﹤0.01% 959
2019
Q1 		$0 Hold
100
– – ﹤0.01% 964
2018
Q4 		$0 Buy
+100
New +$140 ﹤0.01% 920

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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return
HSC
Harbor Spring Capital New York $12.3M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Executive Wealth Management's JCP Position: Q3 2019 in Review

Executive Wealth Management sold out of J.C. Penney Company, Inc. (JCP) in Q3 2019, closing a stake of 100 shares.

Executive Wealth Management first reported a position in JCP in Q4 2018 and held it in 3 quarters. The position peaked at $0 in Q2 2019. 212 funds tracked by Wall St. Rank hold JCP as of Q3 2019.

  • Executive Wealth Management reported no remaining J.C. Penney Company, Inc. position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 100 J.C. Penney Company, Inc. shares in Q3 2019.
  • Executive Wealth Management first reported a position in J.C. Penney Company, Inc. in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's J.C. Penney Company, Inc. position peaked at $0 in Q2 2019.
  • 212 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.