NWM
CRC

Northwest Wealth Management’s California Resources Corporation CRC Stock Holding History

Northwest Wealth Management’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
-1,888
Closed -$49K – 535
2019
Q1 		$49K Hold
1,888
– – 0.04% 220
2018
Q4 		$32K Sell
1,888
-8
-0.4% -$228 0.03% 238
2018
Q3 		$92K Hold
1,896
– – 0.07% 163
2018
Q2 		$86K Hold
1,896
– – 0.06% 165
2018
Q1 		$32K Buy
+1,896
New +$35.6K 0.02% 262

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

Northwest Wealth Management's CRC Position: Q2 2019 in Review

Northwest Wealth Management sold out of California Resources Corporation (CRC) in Q2 2019, closing a stake of 1,888 shares — an estimated $49K sold.

Northwest Wealth Management first reported a position in CRC in Q1 2018 and held it in 5 quarters. The position peaked at $92K in Q3 2018. 236 funds tracked by Wall St. Rank hold CRC as of Q2 2019.

  • Northwest Wealth Management reported no remaining California Resources Corporation position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 1,888 California Resources Corporation shares in Q2 2019, an estimated $49K.
  • Northwest Wealth Management first reported a position in California Resources Corporation in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's California Resources Corporation position peaked at $92K in Q3 2018.
  • 236 funds tracked by Wall St. Rank held California Resources Corporation as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.