Creative Planning’s Carrizo Oil & Gas Inc CRZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-19,518
| Closed | -$168K | – | 2158 |
|
|
2019
Q3 | $168K | Hold |
19,518
| – | – | ﹤0.01% | 1643 |
|
|
2019
Q2 | $196K | Sell |
19,518
-25,817
| -57% | -$297K | ﹤0.01% | 1622 |
|
|
2019
Q1 | $565K | Buy |
+45,335
| New | +$539K | ﹤0.01% | 971 |
|
|
2018
Q3 | – | Sell |
-7,965
| Closed | -$222K | – | 2209 |
|
|
2018
Q2 | $222K | Buy |
+7,965
| New | +$184K | ﹤0.01% | 1574 |
|
|
2017
Q4 | – | Sell |
-21,510
| Closed | -$368K | – | 2043 |
|
|
2017
Q3 | $368K | Buy |
21,510
+13,650
| +174% | +$199K | ﹤0.01% | 1209 |
|
|
2017
Q2 | $137K | Sell |
7,860
-95
| -1% | -$2.21K | ﹤0.01% | 1765 |
|
|
2017
Q1 | $228K | Buy |
7,955
+745
| +10% | +$24.4K | ﹤0.01% | 1411 |
|
|
2016
Q4 | $269K | Sell |
7,210
-17
| -0.2% | -$656 | ﹤0.01% | 1246 |
|
|
2016
Q3 | $294K | Buy |
7,227
+6,527
| +932% | +$234K | ﹤0.01% | 1194 |
|
|
2016
Q2 | $25K | Sell |
700
-100
| -13% | -$3.57K | ﹤0.01% | 2650 |
|
|
2016
Q1 | $25K | Buy |
800
+63
| +9% | +$1.59K | ﹤0.01% | 2608 |
|
|
2015
Q4 | $22K | Sell |
737
-52
| -7% | -$1.91K | ﹤0.01% | 2787 |
|
|
2015
Q3 | $24K | Buy |
+789
| New | +$28.6K | ﹤0.01% | 2604 |
|
|
2015
Q2 | – | Sell |
-705
| Closed | -$35K | – | 3497 |
|
|
2015
Q1 | $35K | Hold |
705
| – | – | ﹤0.01% | 2278 |
|
|
2014
Q4 | $29K | Buy |
705
+500
| +244% | +$22.5K | ﹤0.01% | 2387 |
|
|
2014
Q3 | $11K | Buy |
205
+125
| +156% | +$7.63K | ﹤0.01% | 2912 |
|
|
2014
Q2 | $6K | Sell |
80
-25
| -24% | -$1.45K | ﹤0.01% | 3153 |
|
|
2014
Q1 | $6K | Sell |
105
-100
| -49% | -$4.59K | ﹤0.01% | 3028 |
|
|
2013
Q4 | $9K | Buy |
205
+200
| +4,000% | +$8.5K | ﹤0.01% | 2633 |
|
|
2013
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 3413 |
|
|
2013
Q2 | $0 | Buy |
+5
| New | +$132 | ﹤0.01% | 3144 |
|
Creative Planning's CRZO Position: Q4 2019 in Review
Creative Planning sold out of Carrizo Oil & Gas Inc (CRZO) in Q4 2019, closing a stake of 19,518 shares — an estimated $168K sold.
Creative Planning first reported a position in CRZO in Q2 2013 and held it in 21 quarters. The position peaked at $565K in Q1 2019. 0 funds tracked by Wall St. Rank hold CRZO as of Q4 2019.
- Creative Planning reported no remaining Carrizo Oil & Gas Inc position as of Q4 2019 after selling out during the quarter.
- Creative Planning sold 19,518 Carrizo Oil & Gas Inc shares in Q4 2019, an estimated $168K.
- Creative Planning first reported a position in Carrizo Oil & Gas Inc in Q2 2013 and held it in 21 quarters.
- Creative Planning's Carrizo Oil & Gas Inc position peaked at $565K in Q1 2019.
- 0 funds tracked by Wall St. Rank held Carrizo Oil & Gas Inc as of Q4 2019.
Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.