BWM
CRC

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

Baystate 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
Q2 		– Sell
-46
Closed -$1K – 714
2018
Q1 		$1K Hold
46
– – ﹤0.01% 671
2017
Q4 		$1K Hold
46
– – ﹤0.01% 664
2017
Q3 		$1K Hold
46
– – ﹤0.01% 641
2017
Q2 		$1K Hold
46
– – ﹤0.01% 689
2017
Q1 		$1K Sell
46
-5
-10% -$92 ﹤0.01% 655
2016
Q4 		$1K Buy
+51
New +$747 ﹤0.01% 434

Other funds holding CRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
CPM
Crescent Park Management East Palo Alto, California $29M AUM 1.79% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ERM
Elm Ridge Management Briarcliff Manor, New York $88.8M AUM 18.88% 1-Year Est. Return

Baystate Wealth Management's CRC Position: Q2 2018 in Review

Baystate Wealth Management sold out of California Resources Corporation (CRC) in Q2 2018, closing a stake of 46 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in CRC in Q4 2016 and held it in 6 quarters. The position peaked at $1K in Q1 2018. 296 funds tracked by Wall St. Rank hold CRC as of Q2 2018.

  • Baystate Wealth Management reported no remaining California Resources Corporation position as of Q2 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 46 California Resources Corporation shares in Q2 2018, an estimated $1K.
  • Baystate Wealth Management first reported a position in California Resources Corporation in Q4 2016 and held it in 6 quarters.
  • Baystate Wealth Management's California Resources Corporation position peaked at $1K in Q1 2018.
  • 296 funds tracked by Wall St. Rank held California Resources Corporation as of Q2 2018.

Based on Baystate Wealth Management's 13F filing for Q2 2018, filed 17 Jul 2018.