AWM
CRC

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

Avior 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
2017
Q2 		– Sell
-11
Closed – – 519
2017
Q1 		$0 Hold
11
– – ﹤0.01% 553
2016
Q4 		$0 Sell
11
-87
-89% -$1.27K ﹤0.01% 529
2016
Q3 		$1K Sell
98
-26
-21% -$297 ﹤0.01% 453
2016
Q2 		$2K Sell
124
-21
-14% -$334 ﹤0.01% 432
2016
Q1 		$2K Buy
145
+77
+113% +$909 ﹤0.01% 455
2015
Q4 		$2K Buy
+68
New +$2.45K ﹤0.01% 419

Other funds holding CRC

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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
CPM
Crescent Park Management East Palo Alto, California $29M AUM 1.79% 1-Year Est. Return

Avior Wealth Management's CRC Position: Q2 2017 in Review

Avior Wealth Management sold out of California Resources Corporation (CRC) in Q2 2017, closing a stake of 11 shares.

Avior Wealth Management first reported a position in CRC in Q4 2015 and held it in 6 quarters. The position peaked at $2K in Q2 2016. 239 funds tracked by Wall St. Rank hold CRC as of Q2 2017.

  • Avior Wealth Management reported no remaining California Resources Corporation position as of Q2 2017 after selling out during the quarter.
  • Avior Wealth Management sold 11 California Resources Corporation shares in Q2 2017.
  • Avior Wealth Management first reported a position in California Resources Corporation in Q4 2015 and held it in 6 quarters.
  • Avior Wealth Management's California Resources Corporation position peaked at $2K in Q2 2016.
  • 239 funds tracked by Wall St. Rank held California Resources Corporation as of Q2 2017.

Based on Avior Wealth Management's 13F filing for Q2 2017, filed 15 Aug 2017.