LWA
CRC

Lenox Wealth Advisors’s California Resources Corporation CRC Stock Holding History

Lenox 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
2019
Q1 		– Sell
-29
Closed – – 637
2018
Q4 		$0 Buy
+29
New +$826 ﹤0.01% 409
2017
Q1 		– Sell
-1
Closed – – 122
2016
Q4 		$0 Sell
1
-29
-97% -$425 ﹤0.01% 205
2016
Q3 		$0 Hold
30
– – ﹤0.01% 228
2016
Q2 		$0 Sell
30
-2
-6% -$32 ﹤0.01% 277
2016
Q1 		$0 Buy
32
+5
+19% +$59 ﹤0.01% 462
2015
Q4 		$1K Hold
27
– – ﹤0.01% 460
2015
Q3 		$1K Hold
27
– – ﹤0.01% 396
2015
Q2 		$2K Sell
27
-7
-21% -$565 ﹤0.01% 273
2015
Q1 		$3K Hold
34
– – ﹤0.01% 292
2014
Q4 		$2K Buy
+34
New +$2.05K ﹤0.01% 311

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
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lenox Wealth Advisors's CRC Position: Q1 2019 in Review

Lenox Wealth Advisors sold out of California Resources Corporation (CRC) in Q1 2019, closing a stake of 29 shares.

Lenox Wealth Advisors first reported a position in CRC in Q4 2014 and held it in 10 quarters. The position peaked at $3K in Q1 2015. 271 funds tracked by Wall St. Rank hold CRC as of Q1 2019.

  • Lenox Wealth Advisors reported no remaining California Resources Corporation position as of Q1 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 29 California Resources Corporation shares in Q1 2019.
  • Lenox Wealth Advisors first reported a position in California Resources Corporation in Q4 2014 and held it in 10 quarters.
  • Lenox Wealth Advisors's California Resources Corporation position peaked at $3K in Q1 2015.
  • 271 funds tracked by Wall St. Rank held California Resources Corporation as of Q1 2019.

Based on Lenox Wealth Advisors's 13F filing for Q1 2019, filed 9 Apr 2019.