OI
JCP

Oakbrook Investments’s J.C. Penney Company, Inc. JCP Stock Holding History

Oakbrook Investments’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
2017
Q2 		– Sell
-24,450
Closed -$151K – 596
2017
Q1 		$151K Buy
24,450
+8,700
+55% +$57.5K 0.01% 517
2016
Q4 		$131K Buy
+15,750
New +$142K 0.01% 546
2015
Q2 		– Sell
-14,200
Closed -$119K – 594
2015
Q1 		$119K Buy
14,200
+500
+4% +$3.89K 0.01% 544
2014
Q4 		$89K Buy
13,700
+100
+0.7% +$734 ﹤0.01% 552
2014
Q3 		$137K Sell
13,600
-14,300
-51% -$140K 0.01% 518
2014
Q2 		$252K Buy
27,900
+15,900
+133% +$137K 0.01% 522
2014
Q1 		$103K Buy
+12,000
New +$86.7K ﹤0.01% 586

Other funds holding JCP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ETC
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Oakbrook Investments's JCP Position: Q2 2017 in Review

Oakbrook Investments sold out of J.C. Penney Company, Inc. (JCP) in Q2 2017, closing a stake of 24,450 shares — an estimated $151K sold.

Oakbrook Investments first reported a position in JCP in Q1 2014 and held it in 7 quarters. The position peaked at $252K in Q2 2014. 250 funds tracked by Wall St. Rank hold JCP as of Q2 2017.

  • Oakbrook Investments reported no remaining J.C. Penney Company, Inc. position as of Q2 2017 after selling out during the quarter.
  • Oakbrook Investments sold 24,450 J.C. Penney Company, Inc. shares in Q2 2017, an estimated $151K.
  • Oakbrook Investments first reported a position in J.C. Penney Company, Inc. in Q1 2014 and held it in 7 quarters.
  • Oakbrook Investments's J.C. Penney Company, Inc. position peaked at $252K in Q2 2014.
  • 250 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q2 2017.

Based on Oakbrook Investments's 13F filing for Q2 2017, filed 20 Jul 2017.