LFA
CRC

Legacy Financial Advisors’s California Resources Corporation CRC Stock Holding History

Legacy Financial 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
Q2 		– Sell
-48
Closed -$1K – 1055
2019
Q1 		$1K Hold
48
– – ﹤0.01% 1045
2018
Q4 		$1K Sell
48
-1
-2% -$28 ﹤0.01% 968
2018
Q3 		$2K Hold
49
– – ﹤0.01% 830
2018
Q2 		$2K Hold
49
– – ﹤0.01% 846
2018
Q1 		$1K Hold
49
– – ﹤0.01% 805
2017
Q4 		$0 Buy
+49
New +$688 ﹤0.01% 882

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
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Advisors's CRC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of California Resources Corporation (CRC) in Q2 2019, closing a stake of 48 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in CRC in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q3 2018. 236 funds tracked by Wall St. Rank hold CRC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining California Resources Corporation position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 48 California Resources Corporation shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in California Resources Corporation in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's California Resources Corporation position peaked at $2K in Q3 2018.
  • 236 funds tracked by Wall St. Rank held California Resources Corporation as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.