GWA
CRC

Guidant Wealth Advisors’s California Resources Corporation CRC Stock Holding History

Guidant Wealth Advisors’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
Q1 		– Sell
-63
Closed -$1K – 304
2018
Q4 		$1K Hold
63
– – ﹤0.01% 232
2018
Q3 		$3K Hold
63
– – ﹤0.01% 178
2018
Q2 		$2K Hold
63
– – ﹤0.01% 187
2018
Q1 		$1K Hold
63
– – ﹤0.01% 206
2017
Q4 		$1K Hold
63
– – ﹤0.01% 188
2017
Q3 		$0 Hold
63
– – ﹤0.01% 249
2017
Q2 		$0 Hold
63
– – ﹤0.01% 245
2017
Q1 		$0 Hold
63
– – ﹤0.01% 220
2016
Q4 		$1K Hold
63
– – ﹤0.01% 201
2016
Q3 		$1K Buy
+63
New +$719 ﹤0.01% 203

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
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Guidant Wealth Advisors's CRC Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of California Resources Corporation (CRC) in Q1 2019, closing a stake of 63 shares — an estimated $1K sold.

Guidant Wealth Advisors first reported a position in CRC in Q3 2016 and held it in 10 quarters. The position peaked at $3K in Q3 2018. 271 funds tracked by Wall St. Rank hold CRC as of Q1 2019.

  • Guidant Wealth Advisors reported no remaining California Resources Corporation position as of Q1 2019 after selling out during the quarter.
  • Guidant Wealth Advisors sold 63 California Resources Corporation shares in Q1 2019, an estimated $1K.
  • Guidant Wealth Advisors first reported a position in California Resources Corporation in Q3 2016 and held it in 10 quarters.
  • Guidant Wealth Advisors's California Resources Corporation position peaked at $3K in Q3 2018.
  • 271 funds tracked by Wall St. Rank held California Resources Corporation as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.