BWA
CRC

Burt Wealth Advisors’s California Resources Corporation CRC Stock Holding History

Burt Wealth Advisors’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
2020
Q1 		– Sell
-1
Closed – – 439
2019
Q4 		$0 Hold
1
– – ﹤0.01% 354
2019
Q3 		$0 Hold
1
– – ﹤0.01% 357
2019
Q2 		$0 Hold
1
– – ﹤0.01% 380
2019
Q1 		$0 Hold
1
– – ﹤0.01% 390
2018
Q4 		$0 Hold
1
– – ﹤0.01% 416
2018
Q3 		$0 Hold
1
– – ﹤0.01% 411
2018
Q2 		$0 Hold
1
– – ﹤0.01% 408
2018
Q1 		$0 Hold
1
– – ﹤0.01% 414
2017
Q4 		$0 Hold
1
– – ﹤0.01% 402
2017
Q3 		$0 Sell
1
-17
-94% -$136 ﹤0.01% 437
2017
Q2 		$0 Buy
18
+15
+500% +$176 ﹤0.01% 438
2017
Q1 		$0 Hold
3
– – ﹤0.01% 415
2016
Q4 		$1K Sell
3
-24
-89% -$352 ﹤0.01% 401
2016
Q3 		$1K Hold
27
– – ﹤0.01% 403
2016
Q2 		$1K Sell
27
-2
-7% -$32 ﹤0.01% 411
2016
Q1 		$1K Buy
29
+9
+45% +$106 ﹤0.01% 604
2015
Q4 		$1K Hold
20
– – ﹤0.01% 517
2015
Q3 		$1K Sell
20
-2
-9% -$78 ﹤0.01% 391
2015
Q2 		$1K Sell
22
-5
-19% -$403 ﹤0.01% 384
2015
Q1 		$2K Sell
27
-10
-27% -$612 ﹤0.01% 329
2014
Q4 		$2K Buy
+37
New +$2.23K ﹤0.01% 318

Other funds holding CRC

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
CIM
Coastal Investment Management Los Angeles, California $71.8M AUM 80.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Burt Wealth Advisors's CRC Position: Q1 2020 in Review

Burt Wealth Advisors sold out of California Resources Corporation (CRC) in Q1 2020, closing a stake of 1 share.

Burt Wealth Advisors first reported a position in CRC in Q4 2014 and held it in 21 quarters. The position peaked at $2K in Q1 2015. 190 funds tracked by Wall St. Rank hold CRC as of Q1 2020.

  • Burt Wealth Advisors reported no remaining California Resources Corporation position as of Q1 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 1 California Resources Corporation share in Q1 2020.
  • Burt Wealth Advisors first reported a position in California Resources Corporation in Q4 2014 and held it in 21 quarters.
  • Burt Wealth Advisors's California Resources Corporation position peaked at $2K in Q1 2015.
  • 190 funds tracked by Wall St. Rank held California Resources Corporation as of Q1 2020.

Based on Burt Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.