AWA
CRZO

Acorn Wealth Advisors’s Carrizo Oil & Gas Inc CRZO Stock Holding History

Acorn Wealth Advisors’s Portfolio CRZO Stock Details CRZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-500
Closed -$14K – 494
2018
Q2 		$14K Hold
500
– – 0.01% 458
2018
Q1 		$10K Hold
500
– – 0.01% 513
2017
Q4 		$12K Buy
+500
New +$9.23K 0.01% 463

Other funds holding CRZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Acorn Wealth Advisors's CRZO Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Carrizo Oil & Gas Inc (CRZO) in Q3 2018, closing a stake of 500 shares — an estimated $14K sold.

Acorn Wealth Advisors first reported a position in CRZO in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q2 2018. 260 funds tracked by Wall St. Rank hold CRZO as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Carrizo Oil & Gas Inc position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 500 Carrizo Oil & Gas Inc shares in Q3 2018, an estimated $14K.
  • Acorn Wealth Advisors first reported a position in Carrizo Oil & Gas Inc in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Carrizo Oil & Gas Inc position peaked at $14K in Q2 2018.
  • 260 funds tracked by Wall St. Rank held Carrizo Oil & Gas Inc as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.