Wealthspire Advisors (Maryland)
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 $6.73T AUM 46.02% 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 $41.5B AUM 16.76% 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 $3.38T AUM 44.17% 1-Year Est. Return
HSC
Harbor Spring Capital New York $12.3M AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Winton Group
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JCP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of J.C. Penney Company, Inc. (JCP) in Q2 2019, closing a stake of 1,761 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in JCP in Q4 2015 and held it in 14 quarters. The position peaked at $11K in Q1 2016. 216 funds tracked by Wall St. Rank hold JCP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining J.C. Penney Company, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,761 J.C. Penney Company, Inc. shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in J.C. Penney Company, Inc. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s J.C. Penney Company, Inc. position peaked at $11K in Q1 2016.
  • 216 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.