HFP
JCP

Holistic Financial Partners’s J.C. Penney Company, Inc. JCP Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-200
Closed -$1K – 407
2018
Q1 		$1K Hold
200
– – ﹤0.01% 443
2017
Q4 		$1K Buy
+200
New +$644 ﹤0.01% 449

Other funds holding JCP

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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
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AF
Aristotle Fund Portland, Maine $6.27M AUM 17.13% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Holistic Financial Partners's JCP Position: Q2 2018 in Review

Holistic Financial Partners sold out of J.C. Penney Company, Inc. (JCP) in Q2 2018, closing a stake of 200 shares — an estimated $1K sold.

Holistic Financial Partners first reported a position in JCP in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 251 funds tracked by Wall St. Rank hold JCP as of Q2 2018.

  • Holistic Financial Partners reported no remaining J.C. Penney Company, Inc. position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 200 J.C. Penney Company, Inc. shares in Q2 2018, an estimated $1K.
  • Holistic Financial Partners first reported a position in J.C. Penney Company, Inc. in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's J.C. Penney Company, Inc. position peaked at $1K in Q1 2018.
  • 251 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.