JP Morgan Private Wealth Advisors’s California Resources Corporation CRC Stock Holding History

JP Morgan Private 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
2020 Q1	–	Sell	-10,781	Closed	-$97K	–	1583
2019 Q4	$97K	Buy	+10,781	New	+$87.3K	﹤0.01%	1438
2016 Q2	–	Sell	-1,825	Closed	-$18K	–	1358
2016 Q1	$18K	Buy	+1,825	New	+$21.5K	﹤0.01%	1227
2015 Q4	–	Sell	-1,583	Closed	-$41K	–	1246
2015 Q3	$41K	Buy	1,583 +263	+20%	+$10.3K	﹤0.01%	1034
2015 Q2	$80K	Sell	1,320 -173	-12%	-$14K	﹤0.01%	1020
2015 Q1	$113K	Sell	1,493 -3,607	-71%	-$221K	﹤0.01%	1083
2014 Q4	$281K	Buy	+5,100	New	+$307K	﹤0.01%	898

Other funds holding CRC

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIM

Coastal Investment Management Los Angeles, California $71.8M AUM 80.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CRC Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of California Resources Corporation (CRC) in Q1 2020, closing a stake of 10,781 shares — an estimated $97K sold.

JP Morgan Private Wealth Advisors first reported a position in CRC in Q4 2014 and held it in 6 quarters. The position peaked at $281K in Q4 2014. 190 funds tracked by Wall St. Rank hold CRC as of Q1 2020.

JP Morgan Private Wealth Advisors reported no remaining California Resources Corporation position as of Q1 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,781 California Resources Corporation shares in Q1 2020, an estimated $97K.
JP Morgan Private Wealth Advisors first reported a position in California Resources Corporation in Q4 2014 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's California Resources Corporation position peaked at $281K in Q4 2014.
190 funds tracked by Wall St. Rank held California Resources Corporation as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.