NFG
CRC

Next Financial Group’s California Resources Corporation CRC Stock Holding History

Next Financial Group’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
Q2 		– Sell
-2
Closed – – 2146
2020
Q1 		$0 Hold
2
– – ﹤0.01% 2537
2019
Q4 		$0 Hold
2
– – ﹤0.01% 2608
2019
Q3 		$0 Sell
2
-4
-67% -$51 ﹤0.01% 2507
2019
Q2 		$0 Buy
+6
New +$128 ﹤0.01% 2461
2019
Q1 		– Sell
-2
Closed – – 2291
2018
Q4 		$0 Buy
2
+1
+100% +$28 ﹤0.01% 2201
2018
Q3 		$0 Buy
+1
New +$38 ﹤0.01% 1557
2017
Q4 		– Sell
-39
Closed – – 1735
2017
Q3 		$0 Sell
39
-90
-70% -$719 ﹤0.01% 2049
2017
Q2 		$1K Sell
129
-1
-0.8% -$12 ﹤0.01% 1884
2017
Q1 		$2K Sell
130
-36
-22% -$661 ﹤0.01% 1763
2016
Q4 		$4K Buy
166
+2
+1% +$29 ﹤0.01% 2044
2016
Q3 		$2K Buy
164
+134
+447% +$1.53K ﹤0.01% 2225
2016
Q2 		$0 Sell
30
-34
-53% -$541 ﹤0.01% 1936
2016
Q1 		$0 Buy
64
+12
+23% +$142 ﹤0.01% 1964
2015
Q4 		$1K Sell
52
-207
-80% -$7.46K ﹤0.01% 1750
2015
Q3 		$6K Sell
259
-19
-7% -$745 ﹤0.01% 1395
2015
Q2 		$16K Buy
278
+20
+8% +$1.61K 0.01% 1096
2015
Q1 		$19K Buy
258
+40
+18% +$2.45K 0.01% 1023
2014
Q4 		$12K Buy
+218
New +$13.1K ﹤0.01% 1189

Other funds holding CRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Coastal Investment Management Los Angeles, California $71.8M AUM 80.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's CRC Position: Q2 2020 in Review

Next Financial Group sold out of California Resources Corporation (CRC) in Q2 2020, closing a stake of 2 shares.

Next Financial Group first reported a position in CRC in Q4 2014 and held it in 18 quarters. The position peaked at $19K in Q1 2015. 157 funds tracked by Wall St. Rank hold CRC as of Q2 2020.

  • Next Financial Group reported no remaining California Resources Corporation position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 2 California Resources Corporation shares in Q2 2020.
  • Next Financial Group first reported a position in California Resources Corporation in Q4 2014 and held it in 18 quarters.
  • Next Financial Group's California Resources Corporation position peaked at $19K in Q1 2015.
  • 157 funds tracked by Wall St. Rank held California Resources Corporation as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.