Kennedy Capital Management
JCP

Kennedy Capital Management’s J.C. Penney Company, Inc. JCP Stock Holding History

Kennedy Capital 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
2014
Q3 		– Sell
-345,697
Closed -$3.13M – 795
2014
Q2 		$3.13M Buy
345,697
+5,076
+1% +$43.7K 0.06% 461
2014
Q1 		$2.94M Buy
340,621
+11,081
+3% +$80K 0.06% 469
2013
Q4 		$3.02M Buy
+329,540
New +$2.75M 0.06% 480

Other funds holding JCP

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Evercore Trust Company
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
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Teachers Advisors
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Kennedy Capital Management's JCP Position: Q3 2014 in Review

Kennedy Capital Management sold out of J.C. Penney Company, Inc. (JCP) in Q3 2014, closing a stake of 345,697 shares — an estimated $3.13M sold.

Kennedy Capital Management first reported a position in JCP in Q4 2013 and held it in 3 quarters. The position peaked at $3.13M in Q2 2014. 311 funds tracked by Wall St. Rank hold JCP as of Q3 2014.

  • Kennedy Capital Management reported no remaining J.C. Penney Company, Inc. position as of Q3 2014 after selling out during the quarter.
  • Kennedy Capital Management sold 345,697 J.C. Penney Company, Inc. shares in Q3 2014, an estimated $3.13M.
  • Kennedy Capital Management first reported a position in J.C. Penney Company, Inc. in Q4 2013 and held it in 3 quarters.
  • Kennedy Capital Management's J.C. Penney Company, Inc. position peaked at $3.13M in Q2 2014.
  • 311 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q3 2014.

Based on Kennedy Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.