Plante Moran Financial Advisors’s California Resources Corporation CRC Stock Holding History

Plante Moran Financial Advisors’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 Q1	–	Sell	-2	Closed	–	–	1004
2018 Q4	$0	Buy	+2	New	+$57	﹤0.01%	1008
2017 Q4	–	Sell	-2	Closed	–	–	935
2017 Q3	$0	Sell	2 -4	-67%	-$32	﹤0.01%	902
2017 Q2	$0	Sell	6 -7	-54%	-$82	﹤0.01%	940
2017 Q1	$0	Hold	13	–	–	﹤0.01%	1103
2016 Q4	$0	Hold	13	–	–	﹤0.01%	1088
2016 Q3	$0	Sell	13 -9	-41%	-$103	﹤0.01%	1043
2016 Q2	$0	Sell	22 -3	-12%	-$48	﹤0.01%	983
2016 Q1	$0	Sell	25 -15	-38%	-$177	﹤0.01%	1137
2015 Q4	$1K	Hold	40	–	–	﹤0.01%	943
2015 Q3	$1K	Hold	40	–	–	﹤0.01%	695
2015 Q2	$2K	Hold	40	–	–	﹤0.01%	693
2015 Q1	$3K	Sell	40 -27	-40%	-$1.65K	﹤0.01%	662
2014 Q4	$4K	Buy	+67	New	+$4.04K	﹤0.01%	705

Other funds holding CRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SIM

Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Plante Moran Financial Advisors's CRC Position: Q1 2019 in Review

Plante Moran Financial Advisors sold out of California Resources Corporation (CRC) in Q1 2019, closing a stake of 2 shares.

Plante Moran Financial Advisors first reported a position in CRC in Q4 2014 and held it in 13 quarters. The position peaked at $4K in Q4 2014. 271 funds tracked by Wall St. Rank hold CRC as of Q1 2019.

Plante Moran Financial Advisors reported no remaining California Resources Corporation position as of Q1 2019 after selling out during the quarter.
Plante Moran Financial Advisors sold 2 California Resources Corporation shares in Q1 2019.
Plante Moran Financial Advisors first reported a position in California Resources Corporation in Q4 2014 and held it in 13 quarters.
Plante Moran Financial Advisors's California Resources Corporation position peaked at $4K in Q4 2014.
271 funds tracked by Wall St. Rank held California Resources Corporation as of Q1 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.