WAM
JCP

Wealthspire Advisors (Maryland)’s J.C. Penney Company, Inc. JCP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,761
Closed -$3K – 2417
2019
Q1 		$3K Buy
1,761
+973
+123% +$1.37K ﹤0.01% 2093
2018
Q4 		$1K Buy
788
+491
+165% +$689 ﹤0.01% 2390
2018
Q3 		$0 Sell
297
-384
-56% -$814 ﹤0.01% 2580
2018
Q2 		$2K Sell
681
-90
-12% -$254 ﹤0.01% 2244
2018
Q1 		$2K Sell
771
-684
-47% -$2.47K ﹤0.01% 2262
2017
Q4 		$5K Buy
1,455
+1,205
+482% +$3.88K ﹤0.01% 1867
2017
Q3 		$1K Sell
250
-513
-67% -$2.27K ﹤0.01% 2188
2017
Q2 		$4K Sell
763
-498
-39% -$2.55K ﹤0.01% 1866
2017
Q1 		$8K Buy
1,261
+151
+14% +$998 ﹤0.01% 1424
2016
Q4 		$9K Buy
1,110
+61
+6% +$551 ﹤0.01% 1271
2016
Q3 		$10K Hold
1,049
– – ﹤0.01% 1256
2016
Q2 		$9K Buy
1,049
+70
+7% +$615 ﹤0.01% 1230
2016
Q1 		$11K Sell
979
-312
-24% -$2.73K ﹤0.01% 1171
2015
Q4 		$9K Buy
+1,291
New +$10.8K ﹤0.01% 1237

Other funds holding JCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSC
Harbor Spring Capital New York $12.3M AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return