MLFP
CRC

MPS Loria Financial Planners’s California Resources Corporation CRC Stock Holding History

MPS Loria Financial Planners’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
-84
Closed – – 355
2020
Q2 		$0 Buy
+84
New +$142 ﹤0.01% 349
2017
Q3 		– Sell
-123
Closed -$1K – 398
2017
Q2 		$1K Buy
+123
New +$1.45K ﹤0.01% 384

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 $339M AUM 14.48% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

MPS Loria Financial Planners's CRC Position: Q3 2020 in Review

MPS Loria Financial Planners sold out of California Resources Corporation (CRC) in Q3 2020, closing a stake of 84 shares.

MPS Loria Financial Planners first reported a position in CRC in Q2 2017 and held it in 2 quarters. The position peaked at $1K in Q2 2017. 35 funds tracked by Wall St. Rank hold CRC as of Q3 2020.

  • MPS Loria Financial Planners reported no remaining California Resources Corporation position as of Q3 2020 after selling out during the quarter.
  • MPS Loria Financial Planners sold 84 California Resources Corporation shares in Q3 2020.
  • MPS Loria Financial Planners first reported a position in California Resources Corporation in Q2 2017 and held it in 2 quarters.
  • MPS Loria Financial Planners's California Resources Corporation position peaked at $1K in Q2 2017.
  • 35 funds tracked by Wall St. Rank held California Resources Corporation as of Q3 2020.

Based on MPS Loria Financial Planners's 13F filing for Q3 2020, filed 13 Oct 2020.