SVB Wealth’s J.C. Penney Company, Inc. JCP Stock Holding History

SVB Wealth’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 Q2	–	Sell	-12,500	Closed	-$77K	–	502
2017 Q1	$77K	Buy	+12,500	New	+$82.7K	﹤0.01%	470

Other funds holding JCP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

SVB Wealth's JCP Position: Q2 2017 in Review

SVB Wealth sold out of J.C. Penney Company, Inc. (JCP) in Q2 2017, closing a stake of 12,500 shares — an estimated $77K sold.

SVB Wealth first reported a position in JCP in Q1 2017 and held it in 1 quarter. The position peaked at $77K in Q1 2017. 250 funds tracked by Wall St. Rank hold JCP as of Q2 2017.

SVB Wealth reported no remaining J.C. Penney Company, Inc. position as of Q2 2017 after selling out during the quarter.
SVB Wealth sold 12,500 J.C. Penney Company, Inc. shares in Q2 2017, an estimated $77K.
SVB Wealth first reported a position in J.C. Penney Company, Inc. in Q1 2017 and held it in 1 quarter.
SVB Wealth's J.C. Penney Company, Inc. position peaked at $77K in Q1 2017.
250 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q2 2017.

Based on SVB Wealth's 13F filing for Q2 2017, filed 4 Aug 2017.