SBIA
JCP

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

Sheaff Brock 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
2017
Q1 		– Sell
-11,800
Closed -$98K – 654
2016
Q4 		$98K Sell
11,800
-100
-0.8% -$903 0.01% 570
2016
Q3 		$110K Buy
11,900
+500
+4% +$4.76K 0.01% 516
2016
Q2 		$101K Hold
11,400
– – 0.01% 545
2016
Q1 		$126K Sell
11,400
-12,900
-53% -$113K 0.02% 545
2015
Q4 		$162K Buy
+24,300
New +$203K 0.02% 540

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
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
TA
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sheaff Brock Investment Advisors's JCP Position: Q1 2017 in Review

Sheaff Brock Investment Advisors sold out of J.C. Penney Company, Inc. (JCP) in Q1 2017, closing a stake of 11,800 shares — an estimated $98K sold.

Sheaff Brock Investment Advisors first reported a position in JCP in Q4 2015 and held it in 5 quarters. The position peaked at $162K in Q4 2015. 294 funds tracked by Wall St. Rank hold JCP as of Q1 2017.

  • Sheaff Brock Investment Advisors reported no remaining J.C. Penney Company, Inc. position as of Q1 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 11,800 J.C. Penney Company, Inc. shares in Q1 2017, an estimated $98K.
  • Sheaff Brock Investment Advisors first reported a position in J.C. Penney Company, Inc. in Q4 2015 and held it in 5 quarters.
  • Sheaff Brock Investment Advisors's J.C. Penney Company, Inc. position peaked at $162K in Q4 2015.
  • 294 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q1 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.