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

Reilly 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
2020 Q2	–	Sell	-75	Closed	–	–	984
2020 Q1	$0	Buy	+75	New	+$53	﹤0.01%	973
2017 Q1	–	Sell	-99	Closed	-$1K	–	978
2016 Q4	$1K	Sell	99 -335	-77%	-$3.02K	﹤0.01%	820
2016 Q3	$4K	Sell	434 -300	-41%	-$2.86K	﹤0.01%	694
2016 Q2	$7K	Buy	+734	New	+$6.45K	﹤0.01%	563
2015 Q2	–	Sell	-200	Closed	-$2K	–	1458
2015 Q1	$2K	Sell	200 -100	-33%	-$779	﹤0.01%	1193
2014 Q4	$2K	Hold	300	–	–	﹤0.01%	774
2014 Q3	$3K	Hold	300	–	–	﹤0.01%	733
2014 Q2	$3K	Buy	+300	New	+$2.58K	﹤0.01%	763

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

Reilly Financial Advisors's JCP Position: Q2 2020 in Review

Reilly Financial Advisors sold out of J.C. Penney Company, Inc. (JCP) in Q2 2020, closing a stake of 75 shares.

Reilly Financial Advisors first reported a position in JCP in Q2 2014 and held it in 8 quarters. The position peaked at $7K in Q2 2016. 22 funds tracked by Wall St. Rank hold JCP as of Q2 2020.

Reilly Financial Advisors reported no remaining J.C. Penney Company, Inc. position as of Q2 2020 after selling out during the quarter.
Reilly Financial Advisors sold 75 J.C. Penney Company, Inc. shares in Q2 2020.
Reilly Financial Advisors first reported a position in J.C. Penney Company, Inc. in Q2 2014 and held it in 8 quarters.
Reilly Financial Advisors's J.C. Penney Company, Inc. position peaked at $7K in Q2 2016.
22 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q2 2020.

Based on Reilly Financial Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.