RIA
JCP

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

Regal 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
2015
Q4 		– Sell
-155
Closed -$1K – 964
2015
Q3 		$1K Sell
155
-337
-68% -$2.98K ﹤0.01% 1016
2015
Q2 		$4K Sell
492
-1,169
-70% -$10.1K ﹤0.01% 794
2015
Q1 		$14K Sell
1,661
-1,106
-40% -$8.61K ﹤0.01% 629
2014
Q4 		$18K Hold
2,767
– – ﹤0.01% 557
2014
Q3 		$28K Hold
2,767
– – 0.01% 500
2014
Q2 		$25K Hold
2,767
– – 0.01% 510
2014
Q1 		$24K Hold
2,767
– – 0.01% 475
2013
Q4 		$25K Sell
2,767
-100
-3% -$834 0.01% 411
2013
Q3 		$25K Buy
2,867
+100
+4% +$1.43K 0.01% 428
2013
Q2 		$47K Buy
+2,767
New +$46.6K 0.03% 301

Other funds holding JCP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Regal Investment Advisors's JCP Position: Q4 2015 in Review

Regal Investment Advisors sold out of J.C. Penney Company, Inc. (JCP) in Q4 2015, closing a stake of 155 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in JCP in Q2 2013 and held it in 10 quarters. The position peaked at $47K in Q2 2013. 316 funds tracked by Wall St. Rank hold JCP as of Q4 2015.

  • Regal Investment Advisors reported no remaining J.C. Penney Company, Inc. position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 155 J.C. Penney Company, Inc. shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in J.C. Penney Company, Inc. in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's J.C. Penney Company, Inc. position peaked at $47K in Q2 2013.
  • 316 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.