WP
JCP

WealthPLAN Partners’s J.C. Penney Company, Inc. JCP Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-17,660
Closed -$82K – 205
2017
Q2 		$82K Buy
17,660
+17,160
+3,432% +$87.7K 0.02% 173
2017
Q1 		$2.84K Buy
+500
New +$3.31K 0.01% 392
2016
Q3 		$168K Sell
18,660
-16,872
-47% -$161K 0.05% 164
2016
Q2 		$157K Buy
+35,532
New +$312K 0.02% 462
2015
Q4 		$125K Buy
+54,404
New +$454K 0.02% 357
2015
Q2 		$151K Sell
17,872
-1,000
-5% -$8.63K 0.07% 103
2015
Q1 		$159K Buy
+18,872
New +$147K 0.07% 132

Other funds holding JCP

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.8B AUM 16.31% 1-Year Est. Return