FM
JCP

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

Family 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
2015
Q2 		– Sell
-25,000
Closed -$210K – 108
2015
Q1 		$210K Buy
+25,000
New +$195K 0.1% 78

Other funds holding JCP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Family Management's JCP Position: Q2 2015 in Review

Family Management sold out of J.C. Penney Company, Inc. (JCP) in Q2 2015, closing a stake of 25,000 shares — an estimated $210K sold.

Family Management first reported a position in JCP in Q1 2015 and held it in 1 quarter. The position peaked at $210K in Q1 2015. 321 funds tracked by Wall St. Rank hold JCP as of Q2 2015.

  • Family Management reported no remaining J.C. Penney Company, Inc. position as of Q2 2015 after selling out during the quarter.
  • Family Management sold 25,000 J.C. Penney Company, Inc. shares in Q2 2015, an estimated $210K.
  • Family Management first reported a position in J.C. Penney Company, Inc. in Q1 2015 and held it in 1 quarter.
  • Family Management's J.C. Penney Company, Inc. position peaked at $210K in Q1 2015.
  • 321 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q2 2015.

Based on Family Management's 13F filing for Q2 2015, filed 14 Aug 2015.