LWA
JCP

Lineweaver Wealth Advisors’s J.C. Penney Company, Inc. JCP Stock Holding History

Lineweaver Wealth Advisors’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 		– Sell
-39,500
Closed -$14K – 86
2020
Q1 		$14K Buy
39,500
+8,500
+27% +$5.99K 0.01% 67
2019
Q4 		$34K Buy
+31,000
New +$32.9K 0.02% 64

Other funds holding JCP

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Aperio Group
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
First National Bank of Omaha
First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Capital Markets Trading (UK)
Capital Markets Trading (UK) London, United Kingdom $10.4B AUM 93.56% 1-Year Est. Return
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Lineweaver Wealth Advisors's JCP Position: Q2 2020 in Review

Lineweaver Wealth Advisors sold out of J.C. Penney Company, Inc. (JCP) in Q2 2020, closing a stake of 39,500 shares — an estimated $14K sold.

Lineweaver Wealth Advisors first reported a position in JCP in Q4 2019 and held it in 2 quarters. The position peaked at $34K in Q4 2019. 22 funds tracked by Wall St. Rank hold JCP as of Q2 2020.

  • Lineweaver Wealth Advisors reported no remaining J.C. Penney Company, Inc. position as of Q2 2020 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 39,500 J.C. Penney Company, Inc. shares in Q2 2020, an estimated $14K.
  • Lineweaver Wealth Advisors first reported a position in J.C. Penney Company, Inc. in Q4 2019 and held it in 2 quarters.
  • Lineweaver Wealth Advisors's J.C. Penney Company, Inc. position peaked at $34K in Q4 2019.
  • 22 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q2 2020.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.