Integrated Wealth Management (Palm Desert)’s J.C. Penney Company, Inc. JCP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-500	Closed	-$5K	–	1143
2016 Q3	$5K	Hold	500	–	–	﹤0.01%	924
2016 Q2	$4K	Buy	+500	New	+$4.39K	﹤0.01%	980

Other funds holding JCP

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s JCP Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of J.C. Penney Company, Inc. (JCP) in Q4 2016, closing a stake of 500 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in JCP in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q3 2016. 345 funds tracked by Wall St. Rank hold JCP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining J.C. Penney Company, Inc. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 500 J.C. Penney Company, Inc. shares in Q4 2016, an estimated $5K.
Integrated Wealth Management (Palm Desert) first reported a position in J.C. Penney Company, Inc. in Q2 2016 and held it in 2 quarters.
Integrated Wealth Management (Palm Desert)'s J.C. Penney Company, Inc. position peaked at $5K in Q3 2016.
345 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.