United Capital Financial Advisors’s J.C. Penney Company, Inc. JCP Stock Holding History

United Capital Financial 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
2018 Q2	–	Sell	-163,702	Closed	-$494K	–	1376
2018 Q1	$494K	Buy	163,702 +5,863	+4%	+$21.1K	﹤0.01%	963
2017 Q4	$499K	Sell	157,839 -427,680	-73%	-$1.38M	﹤0.01%	964
2017 Q3	$2.23M	Buy	585,519 +137,054	+31%	+$606K	0.02%	547
2017 Q2	$2.08M	Buy	448,465 +59,394	+15%	+$304K	0.02%	561
2017 Q1	$2.4M	Buy	389,071 +5,139	+1%	+$34K	0.02%	517
2016 Q4	$3.19M	Buy	383,932 +298,605	+350%	+$2.7M	0.03%	464
2016 Q3	$787K	Buy	85,327 +59,767	+234%	+$569K	0.01%	837
2016 Q2	$230K	Buy	+25,560	New	+$224K	﹤0.01%	1134

Other funds holding JCP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aristotle Fund Portland, Maine $6.27M AUM 17.13% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Capital Financial Advisors's JCP Position: Q2 2018 in Review

United Capital Financial Advisors sold out of J.C. Penney Company, Inc. (JCP) in Q2 2018, closing a stake of 163,702 shares — an estimated $494K sold.

United Capital Financial Advisors first reported a position in JCP in Q2 2016 and held it in 8 quarters. The position peaked at $3.19M in Q4 2016. 251 funds tracked by Wall St. Rank hold JCP as of Q2 2018.

United Capital Financial Advisors reported no remaining J.C. Penney Company, Inc. position as of Q2 2018 after selling out during the quarter.
United Capital Financial Advisors sold 163,702 J.C. Penney Company, Inc. shares in Q2 2018, an estimated $494K.
United Capital Financial Advisors first reported a position in J.C. Penney Company, Inc. in Q2 2016 and held it in 8 quarters.
United Capital Financial Advisors's J.C. Penney Company, Inc. position peaked at $3.19M in Q4 2016.
251 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.