SPIA
CRC

Steward Partners Investment Advisory’s California Resources Corporation CRC Stock Holding History

Steward Partners Investment Advisory’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
Q3 		– Sell
-121
Closed – – 2935
2020
Q2 		$0 Hold
121
– – ﹤0.01% 2836
2020
Q1 		$0 Hold
121
– – ﹤0.01% 2839
2019
Q4 		$1K Sell
121
-14
-10% -$113 ﹤0.01% 2568
2019
Q3 		$1K Hold
135
– – ﹤0.01% 2594
2019
Q2 		$2K Buy
+135
New +$2.87K ﹤0.01% 2492
2018
Q4 		– Sell
-135
Closed -$7K – 2585
2018
Q3 		$7K Buy
135
+98
+265% +$3.77K ﹤0.01% 2045
2018
Q2 		$2K Hold
37
– – ﹤0.01% 2295
2018
Q1 		$0 Hold
37
– – ﹤0.01% 2424
2017
Q4 		$0 Buy
37
+18
+95% +$253 ﹤0.01% 2026
2017
Q3 		$0 Buy
19
+3
+19% +$24 ﹤0.01% 1840
2017
Q2 		$0 Sell
16
-43
-73% -$506 ﹤0.01% 1780
2017
Q1 		$0 Buy
+59
New +$1.08K ﹤0.01% 1629

Other funds holding CRC

CIM
Coastal Investment Management Los Angeles, California $71.8M AUM 80.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Steward Partners Investment Advisory's CRC Position: Q3 2020 in Review

Steward Partners Investment Advisory sold out of California Resources Corporation (CRC) in Q3 2020, closing a stake of 121 shares.

Steward Partners Investment Advisory first reported a position in CRC in Q1 2017 and held it in 12 quarters. The position peaked at $7K in Q3 2018. 35 funds tracked by Wall St. Rank hold CRC as of Q3 2020.

  • Steward Partners Investment Advisory reported no remaining California Resources Corporation position as of Q3 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 121 California Resources Corporation shares in Q3 2020.
  • Steward Partners Investment Advisory first reported a position in California Resources Corporation in Q1 2017 and held it in 12 quarters.
  • Steward Partners Investment Advisory's California Resources Corporation position peaked at $7K in Q3 2018.
  • 35 funds tracked by Wall St. Rank held California Resources Corporation as of Q3 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2020, filed 30 Oct 2020.