WA
JCP

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 		$1K Hold
3,000
– – ﹤0.01% 1523
2017
Q1 		$3K Hold
3,000
– – ﹤0.01% 1307
2016
Q4 		$9K Hold
3,000
– – ﹤0.01% 1153
2016
Q3 		$10K Hold
3,000
– – ﹤0.01% 1145
2016
Q2 		$10K Buy
+3,000
New +$26.3K ﹤0.01% 1109

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
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TA
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SO
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.