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

US 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
2016 Q1	–	Sell	-1,500	Closed	-$10K	–	632
2015 Q4	$10K	Buy	+1,500	New	+$12.5K	0.01%	322
2015 Q2	–	Sell	-1,500	Closed	-$12.9K	–	578
2015 Q1	$13K	Hold	1,500	–	–	0.01%	242
2014 Q4	$10K	Buy	+1,500	New	+$11K	0.01%	246

Other funds holding JCP

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

ETC

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

US Financial Advisors's JCP Position: Q1 2016 in Review

US Financial Advisors sold out of J.C. Penney Company, Inc. (JCP) in Q1 2016, closing a stake of 1,500 shares — an estimated $10K sold.

US Financial Advisors first reported a position in JCP in Q4 2014 and held it in 3 quarters. The position peaked at $13K in Q1 2015. 326 funds tracked by Wall St. Rank hold JCP as of Q1 2016.

US Financial Advisors reported no remaining J.C. Penney Company, Inc. position as of Q1 2016 after selling out during the quarter.
US Financial Advisors sold 1,500 J.C. Penney Company, Inc. shares in Q1 2016, an estimated $10K.
US Financial Advisors first reported a position in J.C. Penney Company, Inc. in Q4 2014 and held it in 3 quarters.
US Financial Advisors's J.C. Penney Company, Inc. position peaked at $13K in Q1 2015.
326 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.