SIC
JCP

Salem Investment Counselors’s J.C. Penney Company, Inc. JCP Stock Holding History

Salem Investment Counselors’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
2018
Q3 		– Sell
-200
Closed – – 551
2018
Q2 		$0 Sell
200
-300
-60% -$846 ﹤0.01% 562
2018
Q1 		$2K Hold
500
– – ﹤0.01% 506
2017
Q4 		$2K Hold
500
– – ﹤0.01% 530
2017
Q3 		$2K Hold
500
– – ﹤0.01% 532
2017
Q2 		$2K Buy
+500
New +$2.56K ﹤0.01% 595
2017
Q1 		– Sell
-560
Closed -$5K – 718
2016
Q4 		$5K Buy
+560
New +$5.06K ﹤0.01% 544

Other funds holding JCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
Tyvor Capital Oak Brook, Illinois $58.7M AUM 11.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Salem Investment Counselors's JCP Position: Q3 2018 in Review

Salem Investment Counselors sold out of J.C. Penney Company, Inc. (JCP) in Q3 2018, closing a stake of 200 shares.

Salem Investment Counselors first reported a position in JCP in Q4 2016 and held it in 6 quarters. The position peaked at $5K in Q4 2016. 235 funds tracked by Wall St. Rank hold JCP as of Q3 2018.

  • Salem Investment Counselors reported no remaining J.C. Penney Company, Inc. position as of Q3 2018 after selling out during the quarter.
  • Salem Investment Counselors sold 200 J.C. Penney Company, Inc. shares in Q3 2018.
  • Salem Investment Counselors first reported a position in J.C. Penney Company, Inc. in Q4 2016 and held it in 6 quarters.
  • Salem Investment Counselors's J.C. Penney Company, Inc. position peaked at $5K in Q4 2016.
  • 235 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q3 2018.

Based on Salem Investment Counselors's 13F filing for Q3 2018, filed 14 Nov 2018.