WFG Advisors’s J.C. Penney Company, Inc. JCP Stock Holding History

WFG Advisors’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 Q2	$9K	Hold	2,000	–	–	﹤0.01%	1183
2017 Q1	$12K	Buy	+2,000	New	+$13.2K	﹤0.01%	1030
2014 Q4	–	Sell	-900	Closed	-$9K	–	2285
2014 Q3	$9K	Sell	900 -2,376	-73%	-$23.3K	﹤0.01%	1537
2014 Q2	$30K	Hold	3,276	–	–	0.01%	1121
2014 Q1	$28K	Buy	3,276 +3,266	+32,660%	+$23.6K	0.01%	1134
2013 Q4	$0	Buy	+10	New	+$83	﹤0.01%	2350
2013 Q3	–	Sell	-1,090	Closed	-$19K	–	2290
2013 Q2	$19K	Buy	+1,090	New	+$18.3K	﹤0.01%	1239

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

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

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

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

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

WFG Advisors's JCP Position: Q2 2017 in Review

WFG Advisors held its J.C. Penney Company, Inc. (JCP) position steady in Q2 2017 at 2,000 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

WFG Advisors first reported a position in JCP in Q2 2013 and has held it in 7 quarters since. The position peaked at $30K in Q2 2014. 250 funds tracked by Wall St. Rank hold JCP as of Q2 2017.

WFG Advisors held 2,000 shares of J.C. Penney Company, Inc. worth $9K as of Q2 2017.
WFG Advisors left its J.C. Penney Company, Inc. share count unchanged in Q2 2017.
J.C. Penney Company, Inc. made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1183 holding.
WFG Advisors first reported a position in J.C. Penney Company, Inc. in Q2 2013 and has held it in 7 quarters since.
WFG Advisors's J.C. Penney Company, Inc. position peaked at $30K in Q2 2014.
250 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.