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

Lenox 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 Q2	$0	Hold	367	–	–	﹤0.01%	825
2020 Q1	$0	Hold	367	–	–	﹤0.01%	791
2019 Q4	$0	Hold	367	–	–	﹤0.01%	753
2019 Q3	$0	Hold	367	–	–	﹤0.01%	744
2019 Q2	$0	Hold	367	–	–	﹤0.01%	725
2019 Q1	$1K	Hold	367	–	–	﹤0.01%	668
2018 Q4	$0	Hold	367	–	–	﹤0.01%	703
2018 Q3	$1K	Hold	367	–	–	﹤0.01%	627
2018 Q2	$1K	Hold	367	–	–	﹤0.01%	549
2018 Q1	$1K	Sell	367 -850	-70%	-$3.06K	﹤0.01%	464
2017 Q4	$4K	Sell	1,217 -78,892	-98%	-$254K	﹤0.01%	439
2017 Q3	$305K	Buy	80,109 +8,723	+12%	+$38.6K	0.1%	116
2017 Q2	$332K	Buy	71,386 +34,486	+93%	+$176K	0.13%	113
2017 Q1	$227K	Buy	36,900 +35,039	+1,883%	+$232K	0.16%	33
2016 Q4	$15K	Buy	1,861 +644	+53%	+$5.82K	0.01%	154
2016 Q3	$11K	Hold	1,217	–	–	0.01%	159
2016 Q2	$11K	Hold	1,217	–	–	0.01%	164
2016 Q1	$13K	Hold	1,217	–	–	0.01%	161
2015 Q4	$8K	Hold	1,217	–	–	0.01%	176
2015 Q3	$11K	Hold	1,217	–	–	0.01%	108
2015 Q2	$10K	Hold	1,217	–	–	0.01%	117
2015 Q1	$10K	Hold	1,217	–	–	0.01%	122
2014 Q4	$7K	Hold	1,217	–	–	﹤0.01%	131
2014 Q3	$12K	Sell	1,217 -30	-2%	-$294	0.01%	124
2014 Q2	$11K	Buy	1,247 +30	+2%	+$259	0.01%	126
2014 Q1	$10K	Hold	1,217	–	–	0.01%	145
2013 Q4	$11K	Buy	+1,217	New	+$10.1K	0.01%	142

Other funds holding JCP

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

FNBOO

First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

CMTU

Capital Markets Trading (UK) London, United Kingdom $7.95B AUM 85.98% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return

Lenox Wealth Management's JCP Position: Q2 2020 in Review

Lenox Wealth Management held its J.C. Penney Company, Inc. (JCP) position steady in Q2 2020 at 367 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Lenox Wealth Management first reported a position in JCP in Q4 2013 and has held it in 27 quarters since. The position peaked at $332K in Q2 2017. 22 funds tracked by Wall St. Rank hold JCP as of Q2 2020.

Lenox Wealth Management held 367 shares of J.C. Penney Company, Inc. worth $0 as of Q2 2020.
Lenox Wealth Management left its J.C. Penney Company, Inc. share count unchanged in Q2 2020.
J.C. Penney Company, Inc. made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #825 holding.
Lenox Wealth Management first reported a position in J.C. Penney Company, Inc. in Q4 2013 and has held it in 27 quarters since.
Lenox Wealth Management's J.C. Penney Company, Inc. position peaked at $332K in Q2 2017.
22 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.