IFWM
JCP

Institute for Wealth Management’s J.C. Penney Company, Inc. JCP Stock Holding History

Institute for Wealth 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
Q3 		– Sell
-30,448
Closed -$132K – 413
2017
Q2 		$132K Buy
+30,448
New +$156K 0.04% 393

Other funds holding JCP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Institute for Wealth Management's JCP Position: Q3 2017 in Review

Institute for Wealth Management sold out of J.C. Penney Company, Inc. (JCP) in Q3 2017, closing a stake of 30,448 shares — an estimated $132K sold.

Institute for Wealth Management first reported a position in JCP in Q2 2017 and held it in 1 quarter. The position peaked at $132K in Q2 2017. 247 funds tracked by Wall St. Rank hold JCP as of Q3 2017.

  • Institute for Wealth Management reported no remaining J.C. Penney Company, Inc. position as of Q3 2017 after selling out during the quarter.
  • Institute for Wealth Management sold 30,448 J.C. Penney Company, Inc. shares in Q3 2017, an estimated $132K.
  • Institute for Wealth Management first reported a position in J.C. Penney Company, Inc. in Q2 2017 and held it in 1 quarter.
  • Institute for Wealth Management's J.C. Penney Company, Inc. position peaked at $132K in Q2 2017.
  • 247 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q3 2017.

Based on Institute for Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.