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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

CCM

Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

WealthPLAN Partners's JCP Position: Q3 2017 in Review

WealthPLAN Partners sold out of J.C. Penney Company, Inc. (JCP) in Q3 2017, closing a stake of 17,660 shares — an estimated $82K sold.

WealthPLAN Partners first reported a position in JCP in Q1 2015 and held it in 7 quarters. The position peaked at $168K in Q3 2016. 247 funds tracked by Wall St. Rank hold JCP as of Q3 2017.

WealthPLAN Partners reported no remaining J.C. Penney Company, Inc. position as of Q3 2017 after selling out during the quarter.
WealthPLAN Partners sold 17,660 J.C. Penney Company, Inc. shares in Q3 2017, an estimated $82K.
WealthPLAN Partners first reported a position in J.C. Penney Company, Inc. in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's J.C. Penney Company, Inc. position peaked at $168K in Q3 2016.
247 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q3 2017.

Based on WealthPLAN Partners's 13F filing for Q3 2017, filed 14 Nov 2017.