LWCFA
CRC

Loring Wolcott & Coolidge Fiduciary Advisors’s California Resources Corporation CRC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q3 		– Sell
-2,000
Closed -$2K – 621
2020
Q2 		$2K Hold
2,000
– – ﹤0.01% 571
2020
Q1 		$2K Sell
2,000
-8,860
-82% -$54.8K ﹤0.01% 626
2019
Q4 		$98K Hold
10,860
– – ﹤0.01% 347
2019
Q3 		$111K Hold
10,860
– – ﹤0.01% 326
2019
Q2 		$214K Hold
10,860
– – ﹤0.01% 257
2019
Q1 		$279K Buy
10,860
+3,860
+55% +$83.7K ﹤0.01% 232
2018
Q4 		$119K Buy
7,000
+2,000
+40% +$56.9K ﹤0.01% 306
2018
Q3 		$243K Hold
5,000
– – ﹤0.01% 251
2018
Q2 		$227K Hold
5,000
– – ﹤0.01% 264
2018
Q1 		$86K Hold
5,000
– – ﹤0.01% 388
2017
Q4 		$97K Buy
5,000
+4,998
+249,900% +$70.1K ﹤0.01% 365
2017
Q3 		$0 Sell
2
-2
-50% -$16 ﹤0.01% 951
2017
Q2 		$0 Sell
4
-15
-79% -$176 ﹤0.01% 676
2017
Q1 		$0 Sell
19
-10
-34% -$184 ﹤0.01% 645
2016
Q4 		$0 Sell
29
-23
-44% -$337 ﹤0.01% 639
2016
Q3 		$0 Sell
52
-98
-65% -$1.12K ﹤0.01% 663
2016
Q2 		$2K Sell
150
-1,765
-92% -$28.1K ﹤0.01% 625
2016
Q1 		$20K Buy
1,915
+553
+41% +$6.53K ﹤0.01% 482
2015
Q4 		$32K Sell
1,362
-329
-19% -$11.8K ﹤0.01% 476
2015
Q3 		$102K Hold
1,691
– – ﹤0.01% 354
2015
Q2 		$102K Sell
1,691
-2,128
-56% -$172K ﹤0.01% 354
2015
Q1 		$291K Sell
3,819
-4,868
-56% -$298K 0.01% 256
2014
Q4 		$478K Buy
+8,687
New +$523K 0.01% 202

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 $384M AUM 21.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CRC Position: Q3 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of California Resources Corporation (CRC) in Q3 2020, closing a stake of 2,000 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CRC in Q4 2014 and held it in 23 quarters. The position peaked at $478K in Q4 2014. 35 funds tracked by Wall St. Rank hold CRC as of Q3 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining California Resources Corporation position as of Q3 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,000 California Resources Corporation shares in Q3 2020, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in California Resources Corporation in Q4 2014 and held it in 23 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's California Resources Corporation position peaked at $478K in Q4 2014.
  • 35 funds tracked by Wall St. Rank held California Resources Corporation as of Q3 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.