IndexIQ Advisors’s J.C. Penney Company, Inc. JCP Stock Holding History

IndexIQ Advisors’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
2020 Q1	–	Sell	-544,379	Closed	-$610K	–	1176
2019 Q4	$610K	Sell	544,379 -172,787	-24%	-$184K	0.02%	417
2019 Q3	$637K	Sell	717,166 -134,336	-16%	-$113K	0.02%	450
2019 Q2	$971K	Sell	851,502 -223,069	-21%	-$265K	0.03%	417
2019 Q1	$1.6M	Buy	+1,074,571	New	+$1.51M	0.05%	228

Other funds holding JCP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HSC

Harbor Spring Capital New York $12.3M AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IndexIQ Advisors's JCP Position: Q1 2020 in Review

IndexIQ Advisors sold out of J.C. Penney Company, Inc. (JCP) in Q1 2020, closing a stake of 544,379 shares — an estimated $610K sold.

IndexIQ Advisors first reported a position in JCP in Q1 2019 and held it in 4 quarters. The position peaked at $1.6M in Q1 2019. 202 funds tracked by Wall St. Rank hold JCP as of Q1 2020.

IndexIQ Advisors reported no remaining J.C. Penney Company, Inc. position as of Q1 2020 after selling out during the quarter.
IndexIQ Advisors sold 544,379 J.C. Penney Company, Inc. shares in Q1 2020, an estimated $610K.
IndexIQ Advisors first reported a position in J.C. Penney Company, Inc. in Q1 2019 and held it in 4 quarters.
IndexIQ Advisors's J.C. Penney Company, Inc. position peaked at $1.6M in Q1 2019.
202 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q1 2020.

Based on IndexIQ Advisors's 13F filing for Q1 2020, filed 8 May 2020.