MFW
CRC

Mosaic Family Wealth’s California Resources Corporation CRC Stock Holding History

Mosaic Family Wealth’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
-6
Closed – – 695
2019
Q1 		$0 Sell
6
-7
-54% -$152 ﹤0.01% 732
2018
Q4 		$0 Hold
13
– – ﹤0.01% 670
2018
Q3 		$0 Hold
13
– – ﹤0.01% 711
2018
Q2 		$1K Hold
13
– – ﹤0.01% 674
2018
Q1 		$0 Hold
13
– – ﹤0.01% 719
2017
Q4 		$0 Buy
+13
New +$182 ﹤0.01% 997
2016
Q2 		– Sell
-14
Closed – – 851
2016
Q1 		$0 Buy
+14
New +$165 ﹤0.01% 868

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

Mosaic Family Wealth's CRC Position: Q2 2019 in Review

Mosaic Family Wealth sold out of California Resources Corporation (CRC) in Q2 2019, closing a stake of 6 shares.

Mosaic Family Wealth first reported a position in CRC in Q1 2016 and held it in 7 quarters. The position peaked at $1K in Q2 2018. 236 funds tracked by Wall St. Rank hold CRC as of Q2 2019.

  • Mosaic Family Wealth reported no remaining California Resources Corporation position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 6 California Resources Corporation shares in Q2 2019.
  • Mosaic Family Wealth first reported a position in California Resources Corporation in Q1 2016 and held it in 7 quarters.
  • Mosaic Family Wealth's California Resources Corporation position peaked at $1K in Q2 2018.
  • 236 funds tracked by Wall St. Rank held California Resources Corporation as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.