IAA
CRC

Independent Advisor Alliance’s California Resources Corporation CRC Stock Holding History

Independent Advisor Alliance’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
2020
Q3 		– Sell
-17,505
Closed -$3K – 552
2020
Q2 		$3K Sell
17,505
-30,674
-64% -$51.9K ﹤0.01% 485
2020
Q1 		$48K Sell
48,179
-36,243
-43% -$224K 0.01% 402
2019
Q4 		$763K Buy
+84,422
New +$684K 0.03% 434

Other funds holding CRC

CIM
Coastal Investment Management Los Angeles, California $71.8M AUM 80.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Independent Advisor Alliance's CRC Position: Q3 2020 in Review

Independent Advisor Alliance sold out of California Resources Corporation (CRC) in Q3 2020, closing a stake of 17,505 shares — an estimated $3K sold.

Independent Advisor Alliance first reported a position in CRC in Q4 2019 and held it in 3 quarters. The position peaked at $763K in Q4 2019. 35 funds tracked by Wall St. Rank hold CRC as of Q3 2020.

  • Independent Advisor Alliance reported no remaining California Resources Corporation position as of Q3 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 17,505 California Resources Corporation shares in Q3 2020, an estimated $3K.
  • Independent Advisor Alliance first reported a position in California Resources Corporation in Q4 2019 and held it in 3 quarters.
  • Independent Advisor Alliance's California Resources Corporation position peaked at $763K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held California Resources Corporation as of Q3 2020.

Based on Independent Advisor Alliance's 13F filing for Q3 2020, filed 4 Nov 2020.