Lake Point Wealth Management’s J.C. Penney Company, Inc. JCP Stock Holding History

Lake Point 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
2020 Q1	$0	Sell	184 -5,000	-96%	-$3.52K	﹤0.01%	498
2019 Q4	$6K	Buy	+5,184	New	+$5.51K	﹤0.01%	354
2019 Q2	$0	Hold	184	–	–	﹤0.01%	701
2019 Q1	$0	Hold	184	–	–	﹤0.01%	899
2018 Q4	$0	Buy	+184	New	+$258	﹤0.01%	862

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

Lake Point Wealth Management's JCP Position: Q1 2020 in Review

Lake Point Wealth Management reduced its J.C. Penney Company, Inc. (JCP) stake by 96% in Q1 2020, selling an estimated $3.52K and leaving 184 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Lake Point Wealth Management first reported a position in JCP in Q4 2018 and has held it in 5 quarters since. The position peaked at $6K in Q4 2019. 202 funds tracked by Wall St. Rank hold JCP as of Q1 2020.

Lake Point Wealth Management held 184 shares of J.C. Penney Company, Inc. worth $0 as of Q1 2020.
Lake Point Wealth Management sold 5,000 J.C. Penney Company, Inc. shares in Q1 2020, an estimated $3.52K.
J.C. Penney Company, Inc. made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #498 holding.
Lake Point Wealth Management first reported a position in J.C. Penney Company, Inc. in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's J.C. Penney Company, Inc. position peaked at $6K in Q4 2019.
202 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.