GIS
JCP

Guardian Investor Services’s J.C. Penney Company, Inc. JCP Stock Holding History

Guardian Investor Services’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
Q1 		– Sell
-2,440
Closed -$22K – 505
2013
Q4 		$22K Buy
2,440
+905
+59% +$7.55K 0.02% 498
2013
Q3 		$14K Buy
1,535
+377
+33% +$5.38K 0.01% 500
2013
Q2 		$20K Buy
+1,158
New +$19.5K 0.02% 497

Other funds holding JCP

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Evercore Trust Company
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Glenview Capital Management
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
TCM
Tiger Consumer Management New York $1.39B AUM 5.9% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HCM
Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guardian Investor Services's JCP Position: Q1 2014 in Review

Guardian Investor Services sold out of J.C. Penney Company, Inc. (JCP) in Q1 2014, closing a stake of 2,440 shares — an estimated $22K sold.

Guardian Investor Services first reported a position in JCP in Q2 2013 and held it in 3 quarters. The position peaked at $22K in Q4 2013. 291 funds tracked by Wall St. Rank hold JCP as of Q1 2014.

  • Guardian Investor Services reported no remaining J.C. Penney Company, Inc. position as of Q1 2014 after selling out during the quarter.
  • Guardian Investor Services sold 2,440 J.C. Penney Company, Inc. shares in Q1 2014, an estimated $22K.
  • Guardian Investor Services first reported a position in J.C. Penney Company, Inc. in Q2 2013 and held it in 3 quarters.
  • Guardian Investor Services's J.C. Penney Company, Inc. position peaked at $22K in Q4 2013.
  • 291 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q1 2014.

Based on Guardian Investor Services's 13F filing for Q1 2014, filed 14 May 2014.