FCM
JCP

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

Forester Capital 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
2017
Q1 		– Sell
-186,520
Closed -$1.55M – 56
2016
Q4 		$1.55M Sell
186,520
-5,010
-3% -$45.2K 1.61% 27
2016
Q3 		$1.77M Buy
191,530
+10,450
+6% +$99.5K 1.66% 26
2016
Q2 		$1.61M Sell
181,080
-59,320
-25% -$521K 1.49% 27
2016
Q1 		$2.02M Sell
240,400
-960
-0.4% -$8.41K 1.89% 26
2015
Q4 		$1.61M Buy
241,360
+4,140
+2% +$34.5K 1.45% 28
2015
Q3 		$2.2M Hold
237,220
– – 2.03% 26
2015
Q2 		$2.01M Buy
237,220
+5,290
+2% +$45.6K 1.63% 29
2015
Q1 		$1.95M Buy
231,930
+7,720
+3% +$60.1K 1.56% 28
2014
Q4 		$1.45M Sell
224,210
-113,020
-34% -$829K 1.1% 30
2014
Q3 		$3.39M Buy
337,230
+176,930
+110% +$1.73M 2.64% 20
2014
Q2 		$1.45M Buy
+160,300
New +$1.38M 1.14% 31

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TG
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TA
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ETC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return