MYIA
CRZO

Mount Yale Investment Advisors’s Carrizo Oil & Gas Inc CRZO Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-3,098
Closed -$63K – 909
2018
Q3 		$63K Buy
3,098
+221
+8% +$5.71K 0.01% 563
2018
Q2 		$80K Sell
2,877
-1,031
-26% -$23.8K 0.02% 529
2018
Q1 		$63K Buy
+3,908
New +$73.4K 0.01% 574

Other funds holding CRZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return

Mount Yale Investment Advisors's CRZO Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Carrizo Oil & Gas Inc (CRZO) in Q4 2018, closing a stake of 3,098 shares — an estimated $63K sold.

Mount Yale Investment Advisors first reported a position in CRZO in Q1 2018 and held it in 3 quarters. The position peaked at $80K in Q2 2018. 245 funds tracked by Wall St. Rank hold CRZO as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Carrizo Oil & Gas Inc position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,098 Carrizo Oil & Gas Inc shares in Q4 2018, an estimated $63K.
  • Mount Yale Investment Advisors first reported a position in Carrizo Oil & Gas Inc in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Carrizo Oil & Gas Inc position peaked at $80K in Q2 2018.
  • 245 funds tracked by Wall St. Rank held Carrizo Oil & Gas Inc as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.