KFA
JCP

Kays Financial Advisory’s J.C. Penney Company, Inc. JCP Stock Holding History

Kays Financial Advisory’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
-10,000
Closed -$30K – 83
2018
Q1 		$30K Buy
+10,000
New +$36.1K 0.01% 74

Other funds holding JCP

BlackRock
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

Kays Financial Advisory's JCP Position: Q2 2018 in Review

Kays Financial Advisory sold out of J.C. Penney Company, Inc. (JCP) in Q2 2018, closing a stake of 10,000 shares — an estimated $30K sold.

Kays Financial Advisory first reported a position in JCP in Q1 2018 and held it in 1 quarter. The position peaked at $30K in Q1 2018. 251 funds tracked by Wall St. Rank hold JCP as of Q2 2018.

  • Kays Financial Advisory reported no remaining J.C. Penney Company, Inc. position as of Q2 2018 after selling out during the quarter.
  • Kays Financial Advisory sold 10,000 J.C. Penney Company, Inc. shares in Q2 2018, an estimated $30K.
  • Kays Financial Advisory first reported a position in J.C. Penney Company, Inc. in Q1 2018 and held it in 1 quarter.
  • Kays Financial Advisory's J.C. Penney Company, Inc. position peaked at $30K in Q1 2018.
  • 251 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q2 2018.

Based on Kays Financial Advisory's 13F filing for Q2 2018, filed 1 Nov 2018.