EWM
CRC

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

Evercore 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
Q1 		– Sell
-29
Closed – – 907
2017
Q4 		$0 Hold
29
– – ﹤0.01% 948
2017
Q3 		$0 Hold
29
– – ﹤0.01% 991
2017
Q2 		$0 Hold
29
– – ﹤0.01% 1077
2017
Q1 		$0 Hold
29
– – ﹤0.01% 1080
2016
Q4 		$1K Sell
29
-1
-3% -$15 ﹤0.01% 1011
2016
Q3 		$0 Hold
30
– – ﹤0.01% 1092
2016
Q2 		$0 Sell
30
-35
-54% -$557 ﹤0.01% 1063
2016
Q1 		$1K Buy
+65
New +$767 ﹤0.01% 934
2015
Q3 		– Sell
-22
Closed -$1K – 1097
2015
Q2 		$1K Sell
22
-72
-77% -$5.81K ﹤0.01% 1055
2015
Q1 		$7K Sell
94
-473
-83% -$28.9K ﹤0.01% 912
2014
Q4 		$31K Buy
+567
New +$34.2K ﹤0.01% 608

Other funds holding CRC

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
CPM
Crescent Park Management East Palo Alto, California $29M AUM 1.79% 1-Year Est. Return
EIM
Elephas Investment Management Hong Kong $367M AUM 189.12% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Evercore Wealth Management's CRC Position: Q1 2018 in Review

Evercore Wealth Management sold out of California Resources Corporation (CRC) in Q1 2018, closing a stake of 29 shares.

Evercore Wealth Management first reported a position in CRC in Q4 2014 and held it in 11 quarters. The position peaked at $31K in Q4 2014. 257 funds tracked by Wall St. Rank hold CRC as of Q1 2018.

  • Evercore Wealth Management reported no remaining California Resources Corporation position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 29 California Resources Corporation shares in Q1 2018.
  • Evercore Wealth Management first reported a position in California Resources Corporation in Q4 2014 and held it in 11 quarters.
  • Evercore Wealth Management's California Resources Corporation position peaked at $31K in Q4 2014.
  • 257 funds tracked by Wall St. Rank held California Resources Corporation as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.