Rockefeller Financial Services
JCP

Rockefeller Financial Services’s J.C. Penney Company, Inc. JCP Stock Holding History

Rockefeller Financial Services’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
2014
Q4 		– Sell
-130
Closed -$1K – 524
2014
Q3 		$1K Hold
130
– – ﹤0.01% 480
2014
Q2 		$1K Hold
130
– – ﹤0.01% 607
2014
Q1 		$1K Hold
130
– – ﹤0.01% 504
2013
Q4 		$1K Hold
130
– – ﹤0.01% 503
2013
Q3 		$1K Hold
130
– – ﹤0.01% 499
2013
Q2 		$2K Buy
+130
New +$2.19K ﹤0.01% 493

Other funds holding JCP

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State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Evercore Trust Company
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Teachers Advisors
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Rockefeller Financial Services's JCP Position: Q4 2014 in Review

Rockefeller Financial Services sold out of J.C. Penney Company, Inc. (JCP) in Q4 2014, closing a stake of 130 shares — an estimated $1K sold.

Rockefeller Financial Services first reported a position in JCP in Q2 2013 and held it in 6 quarters. The position peaked at $2K in Q2 2013. 314 funds tracked by Wall St. Rank hold JCP as of Q4 2014.

  • Rockefeller Financial Services reported no remaining J.C. Penney Company, Inc. position as of Q4 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 130 J.C. Penney Company, Inc. shares in Q4 2014, an estimated $1K.
  • Rockefeller Financial Services first reported a position in J.C. Penney Company, Inc. in Q2 2013 and held it in 6 quarters.
  • Rockefeller Financial Services's J.C. Penney Company, Inc. position peaked at $2K in Q2 2013.
  • 314 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q4 2014.

Based on Rockefeller Financial Services's 13F filing for Q4 2014, filed 28 Jan 2015.