West Oak Capital’s J.C. Penney Company, Inc. JCP Stock Holding History

West Oak Capital’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
2020 Q1	–	Sell	-1,500	Closed	-$2K	–	325
2019 Q4	$2K	Hold	1,500	–	–	﹤0.01%	271
2019 Q3	$1K	Buy	+1,500	New	+$1.26K	﹤0.01%	295

Other funds holding JCP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HSC

Harbor Spring Capital New York $12.3M AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Oak Capital's JCP Position: Q1 2020 in Review

West Oak Capital sold out of J.C. Penney Company, Inc. (JCP) in Q1 2020, closing a stake of 1,500 shares — an estimated $2K sold.

West Oak Capital first reported a position in JCP in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 202 funds tracked by Wall St. Rank hold JCP as of Q1 2020.

West Oak Capital reported no remaining J.C. Penney Company, Inc. position as of Q1 2020 after selling out during the quarter.
West Oak Capital sold 1,500 J.C. Penney Company, Inc. shares in Q1 2020, an estimated $2K.
West Oak Capital first reported a position in J.C. Penney Company, Inc. in Q3 2019 and held it in 2 quarters.
West Oak Capital's J.C. Penney Company, Inc. position peaked at $2K in Q4 2019.
202 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q1 2020.

Based on West Oak Capital's 13F filing for Q1 2020, filed 7 Apr 2020.