Optimum Investment Advisors’s J.C. Penney Company, Inc. JCP Stock Holding History

Optimum Investment 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	-3,500	Closed	-$1K	–	954
2020 Q1	$1K	Hold	3,500	–	–	﹤0.01%	858
2019 Q4	$4K	Hold	3,500	–	–	﹤0.01%	871
2019 Q3	$3K	Hold	3,500	–	–	﹤0.01%	931
2019 Q2	$4K	Hold	3,500	–	–	﹤0.01%	873
2019 Q1	$5K	Hold	3,500	–	–	﹤0.01%	904
2018 Q4	$4K	Hold	3,500	–	–	﹤0.01%	880
2018 Q3	$6K	Hold	3,500	–	–	﹤0.01%	912
2018 Q2	$8K	Hold	3,500	–	–	﹤0.01%	887
2018 Q1	$11K	Buy	+3,500	New	+$12.6K	﹤0.01%	817
2015 Q1	$42K	Hold	5,000	–	–	0.01%	550
2014 Q4	$32K	Hold	5,000	–	–	0.01%	612
2014 Q3	$50K	Hold	5,000	–	–	0.02%	478
2014 Q2	$45K	Hold	5,000	–	–	0.01%	509
2014 Q1	$43K	Hold	5,000	–	–	0.02%	417
2013 Q4	$46K	Hold	5,000	–	–	0.02%	408
2013 Q3	$44K	Buy	+5,000	New	+$71.3K	0.02%	388

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

Optimum Investment Advisors's JCP Position: Q2 2020 in Review

Optimum Investment Advisors sold out of J.C. Penney Company, Inc. (JCP) in Q2 2020, closing a stake of 3,500 shares — an estimated $1K sold.

Optimum Investment Advisors first reported a position in JCP in Q3 2013 and held it in 16 quarters. The position peaked at $50K in Q3 2014. 22 funds tracked by Wall St. Rank hold JCP as of Q2 2020.

Optimum Investment Advisors reported no remaining J.C. Penney Company, Inc. position as of Q2 2020 after selling out during the quarter.
Optimum Investment Advisors sold 3,500 J.C. Penney Company, Inc. shares in Q2 2020, an estimated $1K.
Optimum Investment Advisors first reported a position in J.C. Penney Company, Inc. in Q3 2013 and held it in 16 quarters.
Optimum Investment Advisors's J.C. Penney Company, Inc. position peaked at $50K in Q3 2014.
22 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q2 2020.

Based on Optimum Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.