WRF
JCP

Waddell & Reed Financial’s J.C. Penney Company, Inc. JCP Stock Holding History

Waddell & Reed Financial’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
2014
Q2 		– Sell
-738,300
Closed -$6.36M – 571
2014
Q1 		$6.36M Buy
+738,300
New +$5.33M 0.01% 490

Other funds holding JCP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
Tiger Consumer Management New York $1.39B AUM 5.9% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Waddell & Reed Financial's JCP Position: Q2 2014 in Review

Waddell & Reed Financial sold out of J.C. Penney Company, Inc. (JCP) in Q2 2014, closing a stake of 738,300 shares — an estimated $6.36M sold.

Waddell & Reed Financial first reported a position in JCP in Q1 2014 and held it in 1 quarter. The position peaked at $6.36M in Q1 2014. 306 funds tracked by Wall St. Rank hold JCP as of Q2 2014.

  • Waddell & Reed Financial reported no remaining J.C. Penney Company, Inc. position as of Q2 2014 after selling out during the quarter.
  • Waddell & Reed Financial sold 738,300 J.C. Penney Company, Inc. shares in Q2 2014, an estimated $6.36M.
  • Waddell & Reed Financial first reported a position in J.C. Penney Company, Inc. in Q1 2014 and held it in 1 quarter.
  • Waddell & Reed Financial's J.C. Penney Company, Inc. position peaked at $6.36M in Q1 2014.
  • 306 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q2 2014.

Based on Waddell & Reed Financial's 13F filing for Q2 2014, filed 14 Aug 2014.