SIAP
JCP

Sterling Investment Advisors (Pennsylvania)’s J.C. Penney Company, Inc. JCP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-6,000
Closed -$50K – 347
2016
Q4 		$50K Buy
+6,000
New +$54.2K 0.04% 154

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 $14.9B AUM 46.29% 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 $1.51B AUM 85.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s JCP Position: Q1 2017 in Review

Sterling Investment Advisors (Pennsylvania) sold out of J.C. Penney Company, Inc. (JCP) in Q1 2017, closing a stake of 6,000 shares — an estimated $50K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in JCP in Q4 2016 and held it in 1 quarter. The position peaked at $50K in Q4 2016. 294 funds tracked by Wall St. Rank hold JCP as of Q1 2017.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining J.C. Penney Company, Inc. position as of Q1 2017 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 6,000 J.C. Penney Company, Inc. shares in Q1 2017, an estimated $50K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in J.C. Penney Company, Inc. in Q4 2016 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s J.C. Penney Company, Inc. position peaked at $50K in Q4 2016.
  • 294 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q1 2017.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2017, filed 15 May 2017.