AWM
CRC

Aevitas Wealth Management’s California Resources Corporation CRC Stock Holding History

Aevitas Wealth Management’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11
Closed -$1K – 480
2018
Q3 		$1K Buy
+11
New +$423 ﹤0.01% 453
2018
Q2 		– Sell
-20
Closed – – 498
2018
Q1 		$0 Sell
20
-7
-26% -$131 ﹤0.01% 485
2017
Q4 		$1K Buy
+27
New +$379 ﹤0.01% 437

Other funds holding CRC

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ERM
Elm Ridge Management Briarcliff Manor, New York $88.8M AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Aevitas Wealth Management's CRC Position: Q4 2018 in Review

Aevitas Wealth Management sold out of California Resources Corporation (CRC) in Q4 2018, closing a stake of 11 shares — an estimated $1K sold.

Aevitas Wealth Management first reported a position in CRC in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 280 funds tracked by Wall St. Rank hold CRC as of Q4 2018.

  • Aevitas Wealth Management reported no remaining California Resources Corporation position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 11 California Resources Corporation shares in Q4 2018, an estimated $1K.
  • Aevitas Wealth Management first reported a position in California Resources Corporation in Q4 2017 and held it in 3 quarters.
  • Aevitas Wealth Management's California Resources Corporation position peaked at $1K in Q3 2018.
  • 280 funds tracked by Wall St. Rank held California Resources Corporation as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.