GWM
CRC

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

Gupta 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
2016
Q1 		$4K Buy
+343
New +$4.05K ﹤0.01% 1008
2015
Q4 		– Sell
-128
Closed -$3K – 1409
2015
Q3 		$3K Sell
128
-62
-33% -$2.43K ﹤0.01% 1116
2015
Q2 		$11K Sell
190
-1
-0.5% -$81 ﹤0.01% 886
2015
Q1 		$14K Buy
+191
New +$11.7K ﹤0.01% 699

Other funds holding CRC

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ERM
Elm Ridge Management Briarcliff Manor, New York $88.8M AUM 18.88% 1-Year Est. Return
CPM
Crescent Park Management East Palo Alto, California $40.5M AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gupta Wealth Management's CRC Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in California Resources Corporation (CRC) in Q1 2016: 343 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in CRC as recently as Q3 2015.

Gupta Wealth Management first reported a position in CRC in Q1 2015 and has held it in 4 quarters since. The position peaked at $14K in Q1 2015. 508 funds tracked by Wall St. Rank hold CRC as of Q1 2016.

  • Gupta Wealth Management held 343 shares of California Resources Corporation worth $4K as of Q1 2016.
  • California Resources Corporation was a new Gupta Wealth Management position in Q1 2016.
  • California Resources Corporation made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1008 holding.
  • Gupta Wealth Management first reported a position in California Resources Corporation in Q1 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's California Resources Corporation position peaked at $14K in Q1 2015.
  • 508 funds tracked by Wall St. Rank held California Resources Corporation as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.