Plante Moran Financial Advisors’s J.C. Penney Company, Inc. JCP Stock Holding History

Plante Moran Financial 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
2017 Q1	–	Sell	-374	Closed	-$3K	–	1079
2016 Q4	$3K	Hold	374	–	–	﹤0.01%	828
2016 Q3	$3K	Hold	374	–	–	﹤0.01%	813
2016 Q2	$3K	Hold	374	–	–	﹤0.01%	765
2016 Q1	$4K	Hold	374	–	–	﹤0.01%	637
2015 Q4	$2K	Hold	374	–	–	﹤0.01%	883
2015 Q3	$3K	Hold	374	–	–	﹤0.01%	648
2015 Q2	$3K	Hold	374	–	–	﹤0.01%	673
2015 Q1	$3K	Sell	374 -550	-60%	-$4.28K	﹤0.01%	658
2014 Q4	$6K	Buy	924 +550	+147%	+$4.04K	﹤0.01%	641
2014 Q3	$4K	Sell	374 -56	-13%	-$549	﹤0.01%	710
2014 Q2	$4K	Hold	430	–	–	﹤0.01%	708
2014 Q1	$4K	Hold	430	–	–	﹤0.01%	508
2013 Q4	$4K	Hold	430	–	–	﹤0.01%	575
2013 Q3	$4K	Hold	430	–	–	﹤0.01%	505
2013 Q2	$7K	Buy	+430	New	+$7.24K	0.01%	414

Other funds holding JCP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's JCP Position: Q1 2017 in Review

Plante Moran Financial Advisors sold out of J.C. Penney Company, Inc. (JCP) in Q1 2017, closing a stake of 374 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in JCP in Q2 2013 and held it in 15 quarters. The position peaked at $7K in Q2 2013. 294 funds tracked by Wall St. Rank hold JCP as of Q1 2017.

Plante Moran Financial Advisors reported no remaining J.C. Penney Company, Inc. position as of Q1 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 374 J.C. Penney Company, Inc. shares in Q1 2017, an estimated $3K.
Plante Moran Financial Advisors first reported a position in J.C. Penney Company, Inc. in Q2 2013 and held it in 15 quarters.
Plante Moran Financial Advisors's J.C. Penney Company, Inc. position peaked at $7K in Q2 2013.
294 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q1 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.