Security National Trust’s California Resources Corporation CRC Stock Holding History

Security National Trust’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
2017 Q2	–	Sell	-98	Closed	-$1K	–	433
2017 Q1	$1K	Hold	98	–	–	﹤0.01%	420
2016 Q4	$2K	Hold	98	–	–	﹤0.01%	420
2016 Q3	$1K	Sell	98 -4	-4%	-$46	﹤0.01%	451
2016 Q2	$1K	Sell	102 -41	-29%	-$652	﹤0.01%	449
2016 Q1	$1K	Buy	143 +45	+46%	+$531	﹤0.01%	453
2015 Q4	$2K	Sell	98 -4	-4%	-$144	﹤0.01%	462
2015 Q3	$2K	Sell	102 -20	-16%	-$784	﹤0.01%	452
2015 Q2	$7K	Sell	122 -7	-5%	-$565	﹤0.01%	423
2015 Q1	$10K	Sell	129 -167	-56%	-$10.2K	﹤0.01%	406
2014 Q4	$16K	Buy	+296	New	+$17.8K	0.01%	370

Other funds holding CRC

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CCP

Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return

RCA

Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BCM

Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return

CPM

Crescent Park Management East Palo Alto, California $29M AUM 1.79% 1-Year Est. Return

Security National Trust's CRC Position: Q2 2017 in Review

Security National Trust sold out of California Resources Corporation (CRC) in Q2 2017, closing a stake of 98 shares — an estimated $1K sold.

Security National Trust first reported a position in CRC in Q4 2014 and held it in 10 quarters. The position peaked at $16K in Q4 2014. 239 funds tracked by Wall St. Rank hold CRC as of Q2 2017.

Security National Trust reported no remaining California Resources Corporation position as of Q2 2017 after selling out during the quarter.
Security National Trust sold 98 California Resources Corporation shares in Q2 2017, an estimated $1K.
Security National Trust first reported a position in California Resources Corporation in Q4 2014 and held it in 10 quarters.
Security National Trust's California Resources Corporation position peaked at $16K in Q4 2014.
239 funds tracked by Wall St. Rank held California Resources Corporation as of Q2 2017.

Based on Security National Trust's 13F filing for Q2 2017, filed 4 Aug 2017.