CFFP
CRC

Center for Financial Planning’s California Resources Corporation CRC Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-19
Closed – – 481
2020
Q2 		$0 Hold
19
– – ﹤0.01% 612
2020
Q1 		$0 Hold
19
– – ﹤0.01% 620
2019
Q4 		$0 Buy
+19
New +$154 ﹤0.01% 471

Other funds holding CRC

CIM
Coastal Investment Management Los Angeles, California $71.8M AUM 80.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Center for Financial Planning's CRC Position: Q3 2020 in Review

Center for Financial Planning sold out of California Resources Corporation (CRC) in Q3 2020, closing a stake of 19 shares.

Center for Financial Planning first reported a position in CRC in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 35 funds tracked by Wall St. Rank hold CRC as of Q3 2020.

  • Center for Financial Planning reported no remaining California Resources Corporation position as of Q3 2020 after selling out during the quarter.
  • Center for Financial Planning sold 19 California Resources Corporation shares in Q3 2020.
  • Center for Financial Planning first reported a position in California Resources Corporation in Q4 2019 and held it in 3 quarters.
  • Center for Financial Planning's California Resources Corporation position peaked at $0 in Q2 2020.
  • 35 funds tracked by Wall St. Rank held California Resources Corporation as of Q3 2020.

Based on Center for Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.