Sheets Smith Wealth Management’s Carrizo Oil & Gas Inc CRZO Stock Holding History

Sheets Smith Wealth Management’s Portfolio CRZO Stock Details CRZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-12,741	Closed	-$321K	–	343
2018 Q3	$321K	Sell	12,741 -124	-1%	-$3.2K	0.07%	283
2018 Q2	$358K	Buy	+12,865	New	+$297K	0.08%	244
2014 Q4	–	Sell	-24,553	Closed	-$1.32M	–	282
2014 Q3	$1.32M	Buy	24,553 +528	+2%	+$32.2K	0.36%	83
2014 Q2	$1.66M	Buy	24,025 +5,120	+27%	+$297K	0.45%	60
2014 Q1	$1.01M	Buy	18,905 +1,028	+6%	+$47.1K	0.28%	101
2013 Q4	$800K	Buy	17,877 +708	+4%	+$30.1K	0.22%	124
2013 Q3	$640K	Buy	+17,169	New	+$571K	0.21%	137

Other funds holding CRZO

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

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

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

LPC

Lion Point Capital New York $20.9M AUM 195.52% 1-Year Est. Return

Sheets Smith Wealth Management's CRZO Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of Carrizo Oil & Gas Inc (CRZO) in Q4 2018, closing a stake of 12,741 shares — an estimated $321K sold.

Sheets Smith Wealth Management first reported a position in CRZO in Q3 2013 and held it in 7 quarters. The position peaked at $1.66M in Q2 2014. 245 funds tracked by Wall St. Rank hold CRZO as of Q4 2018.

Sheets Smith Wealth Management reported no remaining Carrizo Oil & Gas Inc position as of Q4 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 12,741 Carrizo Oil & Gas Inc shares in Q4 2018, an estimated $321K.
Sheets Smith Wealth Management first reported a position in Carrizo Oil & Gas Inc in Q3 2013 and held it in 7 quarters.
Sheets Smith Wealth Management's Carrizo Oil & Gas Inc position peaked at $1.66M in Q2 2014.
245 funds tracked by Wall St. Rank held Carrizo Oil & Gas Inc as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.