FPFS
CRZO

First Personal Financial Services’s Carrizo Oil & Gas Inc CRZO Stock Holding History

First Personal Financial Services’s Portfolio CRZO Stock Details CRZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-574
Closed -$9K – 1016
2018
Q1 		$9K Hold
574
– – ﹤0.01% 827
2017
Q4 		$12K Buy
574
+71
+14% +$1.31K ﹤0.01% 753
2017
Q3 		$9K Buy
503
+18
+4% +$263 ﹤0.01% 733
2017
Q2 		$8K Sell
485
-119
-20% -$2.76K ﹤0.01% 752
2017
Q1 		$17K Sell
604
-55
-8% -$1.8K ﹤0.01% 601
2016
Q4 		$25K Hold
659
– – 0.01% 509
2016
Q3 		$27K Buy
659
+90
+16% +$3.23K 0.01% 388
2016
Q2 		$20K Buy
+569
New +$20.3K 0.01% 429

Other funds holding CRZO

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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
WB
Wilks Brothers Cisco, Texas $35.2M AUM 47.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Personal Financial Services's CRZO Position: Q2 2018 in Review

First Personal Financial Services sold out of Carrizo Oil & Gas Inc (CRZO) in Q2 2018, closing a stake of 574 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in CRZO in Q2 2016 and held it in 8 quarters. The position peaked at $27K in Q3 2016. 254 funds tracked by Wall St. Rank hold CRZO as of Q2 2018.

  • First Personal Financial Services reported no remaining Carrizo Oil & Gas Inc position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 574 Carrizo Oil & Gas Inc shares in Q2 2018, an estimated $9K.
  • First Personal Financial Services first reported a position in Carrizo Oil & Gas Inc in Q2 2016 and held it in 8 quarters.
  • First Personal Financial Services's Carrizo Oil & Gas Inc position peaked at $27K in Q3 2016.
  • 254 funds tracked by Wall St. Rank held Carrizo Oil & Gas Inc as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.