WA
JCP

Winfield Associates’s J.C. Penney Company, Inc. JCP Stock Holding History

Winfield Associates’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
Q1 		– Sell
-85
Closed -$1K – 810
2016
Q4 		$1K Sell
85
-100
-54% -$903 ﹤0.01% 701
2016
Q3 		$2K Buy
185
+100
+118% +$952 ﹤0.01% 569
2016
Q2 		$1K Buy
+85
New +$746 ﹤0.01% 675

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
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 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
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

Winfield Associates's JCP Position: Q1 2017 in Review

Winfield Associates sold out of J.C. Penney Company, Inc. (JCP) in Q1 2017, closing a stake of 85 shares — an estimated $1K sold.

Winfield Associates first reported a position in JCP in Q2 2016 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 294 funds tracked by Wall St. Rank hold JCP as of Q1 2017.

  • Winfield Associates reported no remaining J.C. Penney Company, Inc. position as of Q1 2017 after selling out during the quarter.
  • Winfield Associates sold 85 J.C. Penney Company, Inc. shares in Q1 2017, an estimated $1K.
  • Winfield Associates first reported a position in J.C. Penney Company, Inc. in Q2 2016 and held it in 3 quarters.
  • Winfield Associates's J.C. Penney Company, Inc. position peaked at $2K in Q3 2016.
  • 294 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q1 2017.

Based on Winfield Associates's 13F filing for Q1 2017, filed 10 May 2017.