JMPWA
CRZO

JP Morgan Private Wealth Advisors’s Carrizo Oil & Gas Inc CRZO Stock Holding History

JP Morgan Private Wealth Advisors’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
2014
Q4 		– Sell
-4,245
Closed -$228K – 1154
2014
Q3 		$228K Sell
4,245
-3,614
-46% -$221K ﹤0.01% 933
2014
Q2 		$544K Sell
7,859
-4,684
-37% -$272K 0.01% 540
2014
Q1 		$670K Buy
12,543
+7,454
+146% +$342K 0.01% 484
2013
Q4 		$228K Buy
+5,089
New +$216K ﹤0.01% 584

Other funds holding CRZO

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CRZO Position: Q4 2014 in Review

JP Morgan Private Wealth Advisors sold out of Carrizo Oil & Gas Inc (CRZO) in Q4 2014, closing a stake of 4,245 shares — an estimated $228K sold.

JP Morgan Private Wealth Advisors first reported a position in CRZO in Q4 2013 and held it in 4 quarters. The position peaked at $670K in Q1 2014. 236 funds tracked by Wall St. Rank hold CRZO as of Q4 2014.

  • JP Morgan Private Wealth Advisors reported no remaining Carrizo Oil & Gas Inc position as of Q4 2014 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,245 Carrizo Oil & Gas Inc shares in Q4 2014, an estimated $228K.
  • JP Morgan Private Wealth Advisors first reported a position in Carrizo Oil & Gas Inc in Q4 2013 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Carrizo Oil & Gas Inc position peaked at $670K in Q1 2014.
  • 236 funds tracked by Wall St. Rank held Carrizo Oil & Gas Inc as of Q4 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.