DWM
CRC

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

Destination 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
2019
Q3 		– Sell
-231
Closed -$5K – 563
2019
Q2 		$5K Sell
231
-9
-4% -$192 ﹤0.01% 489
2019
Q1 		$6K Buy
240
+9
+4% +$195 ﹤0.01% 537
2018
Q4 		$4K Hold
231
– – ﹤0.01% 462
2018
Q3 		$11K Hold
231
– – ﹤0.01% 458
2018
Q2 		$10K Buy
231
+202
+697% +$6.39K ﹤0.01% 397
2018
Q1 		$0 Buy
+29
New +$544 ﹤0.01% 592

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
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Destination Wealth Management's CRC Position: Q3 2019 in Review

Destination Wealth Management sold out of California Resources Corporation (CRC) in Q3 2019, closing a stake of 231 shares — an estimated $5K sold.

Destination Wealth Management first reported a position in CRC in Q1 2018 and held it in 6 quarters. The position peaked at $11K in Q3 2018. 230 funds tracked by Wall St. Rank hold CRC as of Q3 2019.

  • Destination Wealth Management reported no remaining California Resources Corporation position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 231 California Resources Corporation shares in Q3 2019, an estimated $5K.
  • Destination Wealth Management first reported a position in California Resources Corporation in Q1 2018 and held it in 6 quarters.
  • Destination Wealth Management's California Resources Corporation position peaked at $11K in Q3 2018.
  • 230 funds tracked by Wall St. Rank held California Resources Corporation as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.